The Report Profile module within ProTrack Warehouse enables the user to manage report profiles by allowing teams to view them.
- This profile is tied to the User ID.
- The Report Profile described in this section refers to the Ad Hoc Report Profiles.
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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.
Assigning 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.
- Click
to search for all teams.
- Click a team.
- Click
to move the team into Assigned Teams.
- 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:
- 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.