Documentation for ProTrack Warehouse 7.6.

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

Info

  • This profile is tied to the User ID.
  • The Report Profile described in this section refers to the Ad Hoc Report Profiles.


To access the Report Profile screen:

  1. Log in to ProTrack Warehouse.
  2. Select the Report Profile tab under the Maintenance menu. The Report Profile screen appears.


    Fig.324 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.325 Report Profile - Share Profile


  3. Click to search for all teams.
  4. Click a team.


    Fig.326 Report Profile - Select Team


  5. Click to move the team into Assigned Teams.


    Fig.327 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.328 Report Profile - My Favorite



    Fig.329 Report Profile - Ad Hoc Reporting

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