1a. To create a new report category, click the "Create New Report" button.
1b. Or select "Create a New Report" under the "Actions" panel
The report creation module will appear after the steps above. The only required field is the report name. Click "Create and add fields to the report" to begin adding tokens to the report
- Category - Allows you to choose which category the report will appear in.
- Remarks - Allows you to add some short explanatory text for your report.
- Quick View - This option controls whether to view the report by clicking the name of individual users in the User Management Page. There is no limit on how many quick view reports you can make.
Select the field tokens you'd like to add to the report from various forms and click the "That's it I'm done adding fields" button
After selecting the tokens you will be brought to the token management screen. From here you can re-order the components in the report by clicking and dragging the left side of the entry. You can rename the token by clicking the pencil next to the name. Click "Back to Report Management"
Your new report will be visible in an uncategorized category or in the pre-selected category.