The Report Profile module within ProTrack Warehouse enables the user to manage report profiles by allowing teams to view them.
The user can specify the various input criteria for the performance reports and save it for future use. This saves the user from having to enter the filter criteria the next time he wants to view the same report. To save a report profile, first configure the report as desired, and then click the "Save Profile" button. The profile will then be accessible in the drop-down list of saved profiles at the top of the screen.
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- This profile is tied to the User ID.
- The
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_Toc205961879 | _Toc205961879 | Performance - Save Profile To access the
Report Profile screen:
- Log in to ProTrack Warehouse.
- Select the Report Profile tab under the Maintenance menu. The Report Profile screen appears.
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Assigning Report Profile
To assign a
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Report Profile to a team
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- Find the report profile to share and click Image Added.
- A popup screen will appear asking for confirmation to share the selected profile. Click Image Added and the Share Profile screen appears.
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image | RP Share.jpg |
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title | Fig.325 Report Profile - Share Profile |
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- Click Image Added
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- Click the search button to search for all teams.
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- Click a team.
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image | RP High.jpg |
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title | Fig.326 Report Profile - Select Team |
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- Click Image Added to move the team into Assigned Teams.
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image | RP Assign.jpg |
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title | Fig.327 Report Profile - Assigned Team |
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- Click Image Added to share the report profile to the selected teams.
Adding Profiles to Ad Hoc Reporting
To display report profiles on the Ad Hoc Reporting screen:
- Find the report profile to be listed.
- Select the 'My Favorite' check box next to the report profile.
- Click Image Added and the selected profiles will be listed in the Report Profile drop down list on the Analysis > Ad Hoc Reporting screen.
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image | RP Fav.jpg |
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title | Fig.328 Report Profile - My Favorite |
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image | RP Ad Hoc.jpg |
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title | Fig.329 Report Profile - Ad Hoc Reporting |
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- Highlight by clicking a team and press the add button.
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- Once all desired teams have been added click the save button.
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- Log in to ProTrack.
- Select the Report Profile tab under the Maintenance menu. The Report Profile screen appears.
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- Click on desired report profile.
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