4.7 Manage Reports
From this menu you can manage your report settings like changing
the report type, allowing and revoking access for different user roles to view
report and providing report viewing options to a group of users. To do this,
follow the instructions below:
4.7.1����� Click
Admin>Manage Reports as shown in figure 4.7.1a.
Figure 4.7.1a
4.7.2����� To
edit any report. Example: Agent Commission Due between dates as seen
below in figure 4.7.1b. Click  �icon as shown
in figure 4.7.1a. You will go to the page as shown in figure 4.7.1b
Figure 4.7.1b
4.7.3����� Select
your criteria as per requirement as shown in figure 4.7.1b and click . You will receive a
confirmation message in green as shown in red boxed area in figure 4.7.1c
Figure 4.7.1c
In figure 4.7.1b, Report Name refers to the name of
the report; Sub-Category refers to which section the report belongs to, Type
refers to whether the report is a Report or Letter. Access Level refers
to anyone who can view or edit reports.
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