Query groups allow you to save queries or reports without allowing other users access to them.
Creating a group allows you to categorize queries and reports by functionality and controlling access. The list of groups you see in the ePO - SaaS software is the combination of groups you have created and groups you have permission to see.
Note
You can also create private query groups while saving a custom query.
For details about product features, usage, and best practices, click ? or Help.
Select Menu → Reporting → Queries & Reports, then click Group Actions → New Group.
In the New Group page, enter a group name.
From Group Visibility, select one of the following:
Private group — Adds the new group under My Groups.
Public group — Adds the new group under Shared Groups. Any user with access to public queries and reports can view queries and reports in the group.
Shared by permission set — Adds the new group under Shared Groups. Only users assigned the selected permission sets can access reports or queries in this group.
Note
Administrators have full access to all Shared by permission set and Public group queries.
Click Save.