Documentation for ProTrackWarehouse 22.1.
The Report Profile module within ProTrack Warehouse enables the user to manage report profiles by allowing teams to view them.
Info
To access the Report Profile screen:
Select Report Profile under the Employees menu. The Report Profile screen appears.
Fig.1 Report Profile
To assign a Report Profile to a team:
A popup screen will appear asking for confirmation to share the selected profile. Click and the Share Profile screen appears.
Fig.2 Report Profile - Share Profile
Click a team.
Fig.3 Report Profile - Select Team
Click to move the team into Assigned Teams.
Fig.4 Report Profile - Assigned Team
To display report profiles on the Ad Hoc Reporting screen:
Click and the selected profiles will be listed in the Report Profile drop down list on the Analysis > Ad Hoc Reporting screen.
Fig.5 Report Profile - My Favorite
Fig.6 Report Profile - Ad Hoc Reporting