Last modified by: Kevin Zimmer -

Report Organization

When saving reports you have the option to input the following fields: 

Category – A free field that can be used to help group your reports together – i.e. categorize reports under Payroll, HR, Programming etc.

Name – This is the title of your report.

Description – Add details about your report that will help you better identify what it was created for or even instructions on how to run it for next time.

Reports in your Saved Reports tab will be sorted first by Category and then by Name. You can however click on any of the headers of the grid to sort by that particular header. 


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