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What is a Reporting Collection

The  object is a special type of group that acts as a virtual container, collating disparate users from across the entire organisation. This allow you to group any number of directory units together, for reporting purposes, with no constrains on the directory structure. For example, you can compare statistics for all Sales teams from across the country, by running a single report on the virtual group.

When adding objects to a Reporting Collection, only a copy of the actual entity is being moved into the virtual group. To represent this, the objects in a Reporting Collection group will always show as greyed out.

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Adding a Reporting Collection

To add a Reporting Collection to the system, drill-down to the Directory level where you want to add the group and click on the New object tab, as shown below:

In the new window that opens, select the Reporting Collection object from the Organisation unit list, enter a relevant name and click on the Add button, as shown below:

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Adding objects to a Reporting Collection

Follow the steps below to add an object to a Reporting Collection, e.g. sites, groups, users:

1. Locate in the Directory the object you want to add to the Reporting Collection, click on it and select from the drop-down list, as shown below:
   
2. The object will be copied on the panel, on the right-hand side of the screen. To add more directory objects to the Reporting Collection, follow the same procedure.
3. To move the objects, open your Reporting Collection group, tick the box alongside the objects you want to move and click on the Paste button at the top-left corner of the  screen, as shown below:
   
4. A copy of selected objects will now be added to the Reporting Collection group.