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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:
- Log in to ProTrack Warehouse.
- Select the Report Profile tab under the Maintenance menu. The Report Profile screen appears.
Fig.303 Report Profile
To assign a Report Profile to a team:
- Find the report profile to share and click .
- A popup screen will appear asking for confirmation to share the selected profile. Click and the Share Profile screen appears.
Fig.304 Report Profile - Share Profile
- Click to search for all teams.
- Click a team.
Fig.305 Report Profile - Select Team
- Click to move the team into Assigned Teams.
Fig.306 Report Profile - Assigned Team
- Click to share the report profile to the selected teams.
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 and the selected profiles will be listed in the Report Profile drop down list on the Analysis > Ad Hoc Reporting screen.
Fig.307 Report Profile - My Favorite
Fig.308 Report Profile - Ad Hoc Reporting