Company Settings - Outputs | Reports
From the Main Menu, choose Admin | Company Settings | Outputs/Reports
These settings are designed to allow you to:
re-name/control the Descriptions of Reports/Outputs to terms you are more familiar with,
edit the descriptive content of each item
- enable or disable each report/outout for your business
The settings to make these changes can be found from the Main Menu | Admin | Settings | Company Settings - 1
- A list of all available reports / paperwork choices will display
Sorting the List
The list can be sorted alphabetically (in ascending or descending order) by either the Recipient, or by Description, by clicking on the sort order arrow buttons. This sort order is reflected at the Departure | Paperwork level.
In use
Not all pieces of paperwork are used by all of our clients. You can turn off paperwork options that aren't required by your company by navigating to the Paperwork settings, and removing the tick from the "in use" tickbox
Editing a Paperwork/Report
- Clicking on a report will allow changes to be made
The Description of the paperwork can be modified, to more accurately reflect the name of the document you use internally. Note that doing so impacts the sort order of this item, so if there is a piece of paperwork that you use significantly more than the others, add a space, number, or special character to the Description, and that item will appear
Printing reports / documents
These report/paperwork descriptions are then visible by your staff, to help explain the content or purpose of the report. Noting that only the reports chosen for use, will be offered in the dropdown list of choices.
