Reports Setup

Reports Setup

In this section, you can adjust how the reports are listed in your Reports tab. 

Add/Edit Report Categories

Here you can add different categories that your reports can be organized and filtered into. You can edit and delete the categories here as well.  Only a Full Admin or Business Manager role will have the ability to make changes to the categories.

Edit Reports

On this screen, you can edit information regarding the reports location and who has the security to see the reports.  You can edit the category where the report is located as well as assign the reports by Role OR by User.  This is a one or the other.  It is recommended to assign reports by Role but can be changed by User if required.  

A report is only available to the roles that are checked. Make your selections accordingly and then remember to save your entry. 

As a reminder, Reports not assigned to a category are not displayed to the user to utilize.