How to add a standard report

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

1. On the reports screen of the "Sale management" module of the "Organization" context, click on the "New" button.
   
2. In the "Report templates" window, select in the list the reports you want to add.
3. 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.
4. Click on the "Add" button.