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:
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