Skip to main content

Reports - Administrative Functions

Last updated: Thu, 27 Apr 2017 19:06:57 GMT
iOFFICE Knowledge Center

Reports - Administrative Functions

The Administrative function of the Reports module allows you to edit or remove reports from your module. This section allows you to perform the following processes:

 

  • Editing a Report

  • Removing a Report

 

In order to access the administrative function for the Reports module, perform the following steps:

 

  • Click Admin > Reports. The Configure Reports screen opens.

 

Figure: Configure Reports Screen

 

Editing a Report

If you want to edit any of the reports available in your Reports module, perform the following steps:

 

  1. From the Configure Reports screen, click the tab of the module's reports you want to view. 

 

Figure: Configure Reports Screen

 

  1. Click Edit next to the report you want to revise. The Edit Report screen opens.

 

Figure: Edit Report Screen

 

  1. Revise the name and/or description fields then click the OK button. Any changes made have been saved. 

 

Removing a Report

If you want to remove any of the available reports in your Reports module, perform the following steps:

 

  1. From the Configure Reports screen, click the tab of the module's reports you want to view, then click the Remove button on the report you want to remove. The Remove Confirmation screen opens.

 

Figure: Remove Confirmation Screen

 

  1. Click the Remove button to remove the report. 

 

Note: When you remove a report, you are only making it inactive, and it will no longer be visible as an active, available report. 

 

Adding a Removed Report

Once you remove a report, you are only deactivating the report. So, while you may not see it in your available reports, it may be added back at any time. 

 

You can activate the report again by selecting the report from the drop-down, located at the bottom of the queue and clicking the Add button.

 

 

Related Topics

Reports Module Home

  • Was this article helpful?