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
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