How do I set reporting preferences?
The Report Preference pages allow you to create custom reports, by specifying the columns to be displayed and optionally amending the column names.
1. Select Report Preference Settings.
The Report Preference page displays:
The Report Preference page displays:
2. Click Add New.
The New Report Preference page displays:
3. If required, select the Make Report Public check box.
4. Select the type of report from the Report Type drop-down list.
5. Enter a name for the report in the Report Preference Name field.
6. Click Save.
You are returned to the Report Preferences page which displays the new report setting.
7. Click the Edit button.
The Client Booking Report page displays, which allows you to customise the report settings.
8. Click the Add button for each column to be added to the report.
Added Columns are displayed on the right of the page in the Selected Report Result Columns section.
9. If required, click on the Edit button to change the column name.
10. Enter the required name and click Save.
11. Click Save once all changes are complete.
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