Reports - Creating Categories
Having trouble finding that report you only run once a year? Do you have a series of reports you run weekly, monthly or for a specific function? With report categories, you can quickly and easily categorize any of the tons of Livery Coach reports for fast and easy access.
To create a category and put that report in the category, simply open Maintenance…go to Maintain…Reports…List…and select the report you would like to categorize.
In the "Category" field, enter the name of the category you would like to create, and then Click OK.
To create a category and put that report in the category, simply open Maintenance…go to Maintain…Reports…List…and select the report you would like to categorize.
In the "Category" field, enter the name of the category you would like to create, and then Click OK.
Your report is now part of the new category, and can be selected from its own tab.
If you want a report to exist in more than one category, just add a comma and the new category name. (Do not add a space after the comma)
There is no practical limit to the number of categories a report can be in, so have at it.
Access to the reports menu is a security setting. Users with this setting have access to all reports, including ones with sensitive financial data. In the last tech tip, you learned how to search through the various security settings and determine which users have access to a specific function, now you can learn a new way to apply this knowledge.
Suppose you have a user that only needs to print the vehicle wash list, or the driver login/logout report. Granting full access to the user would give access to all reports, but with the "assign to" function you can select specific reports to appear in the users report menu.
First, make sure the user does not have security access to reports, as shown below.
Access to the reports menu is a security setting. Users with this setting have access to all reports, including ones with sensitive financial data. In the last tech tip, you learned how to search through the various security settings and determine which users have access to a specific function, now you can learn a new way to apply this knowledge.
Suppose you have a user that only needs to print the vehicle wash list, or the driver login/logout report. Granting full access to the user would give access to all reports, but with the "assign to" function you can select specific reports to appear in the users report menu.
First, make sure the user does not have security access to reports, as shown below.
Next, select the desired report, click edit and then select the "assign to" tab. Assign the report to the desired user(s) by adding a checkmark next to the username, then click ok.
The next time the user logs in to reservations and access the reports menu (under view) they will only see the reports you have assigned to them. (Note that if a user does not have the Reports security checked, and has NO reports assigned, then the Reports menu item will not appear.)