This article describes how to add a new report profile using similar base/field criteria of an existing report.
Step-by-step guide
Firstly, open up your reports whilst in the production management module (by pressing CTRL + R). This will take you to the below screen:
After you are in this screen, you can select the report which you would like to make a new profile for and select 'preview'.
Alter the base criteria, including major work flow stages, job status, division, region and region/division:
Next, change the field criteria to reflect the changes you require for this profile, i.e. to only show administrator Mr John Smith's jobs:
- Select Field Criteria
- Select the field you require (in this occasion Administrator)
- Click the >> button to push this across to required criteria
- Choose the Administrator from the list provided
- Select OK
- This will now show in the 'Required Criteria' as shown by 6.
Move to the advanced Tab.
Alter the Title of the report, ensuring to conform to normal naming conventions pre-established within previous profiles.
After you are happy with the title / fields, select the save button. When given the below dialog, select 'yes' to create a new profile, and 'no' to overwrite a previous report profile.
