Report Profile

The Report Profile module within ProTrack Warehouse enables the user to manage report profiles by allowing teams to view them.

To access the Report Profile screen:

1. Log in to ProTrack Warehouse.

2. Select Report Profile under the Employees menu. The Report Profile screen appears.
   
   
   ^{Fig.1 Report Profile}

    

Assigning Report Profile

To assign a Report Profile to a team:

1. Find the report profile to share and click .

2. 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}

    

3. Click  to search for all teams.

4. Click a team.
   
   
   ^{Fig.3 Report Profile - Select Team}

    

5. Click  to move the team into Assigned Teams.
   
   
   ^{Fig.4 Report Profile - Assigned Team}

    

6. Click  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:

1. Find the report profile to be listed.
2. Select the 'My Favorite' check box next to the report profile.

3. 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}