Show pageOld revisionsBacklinksBack to top This page is read only. You can view the source, but not change it. Ask your administrator if you think this is wrong. CKG Edit ==Explanation== This is used to customize the Report Groups to meet the customer's needs. Basically broken into 3 groups:** 1. Reporting Menu; 2. Quick Reports Menu; 3. Individual Menu. Each of which can be edited to their specific requirements.** ==Basic Steps== - First you navigate to Mgmt>Set-Up>Reporting Set-Up - Depending on the customer needs, expand one of the 3 menus - Expand the appropriate sub-group ==Steps to remove a Report== - Select the offending report - Hit the Edit button - Uncheck Show On Menu checkbox ==Adding a Report== - Highlight the appropriate Group or Sub-Group - Click the Add button - Choose the appropriate template type (or Action) - Enter the Menu Item Name (what the customer wants the report/action named) - If a report, choose the System Report Radio button - Unless a custom report then click the On Drive radio button - If an Action, choose the appropriate action and click the Save button - Choose the appropriate template - If a customized report, navigate to report - Click the Options tab - Set the necessary fields (e.g. DateRange, Employee, Taxes Label) - Check the necessary checkboxes - Click the Save button