Overview

The Reports module can be accessed through the Reports Tab on the ribbon. The Reports module can be configured or updated to suit the users' needs


Reports Landing Page

Use the Search bar to search for a specific report from the list
Click on the expand/collapse arrow to display or minimize the list of reports from each section
Click on the Configure button to configure, add or update a custom report group on the Reports landing page

Adding a Custom Report group

A Custom Report group or folder can be added to the Reports landing page to add specific reports. The following is displayed once the Configure icon has been selected:


  1. Enter a name for the new group and click Enter. If the Show default reports button is on, the Reports landing page will show all standard reports in the system.
  2. This will activate the option to select the reports you would like to add to the new group. Select any of the reports from the list that will be displayed in the new group. Once complete, click on Done and the group will be displayed on the Reports landing page.