Standard reports are reports that are directly provided in SecuTix. They cover basic needs in terms of reporting.
The following description presents the steps to follow in order to add a standard report. You can also watch the presentation video of the new reporting (youtube).
Detailed guide
- On the reports screen of the "Sale management" module of the "Organization" context, click on the "New" button.
- In the "Report templates" window, select in the list the reports you want to add.
- Choose the desired level of sharing:
- All organizations: the reports added will be visible from all your institution's organizations.
- Current organization: the reports added will be visible only from the current organization.
- Not sharing: added reports will only be visible for the current operator.
- Click on the "Add" button.
