Important Changes Regarding agile Reporting

ByLisa

Based on feedback from the field, we have changed the current report structure to allow easier navigation through the reporting options.

REPORT FORMATTING CHANGES

  • The existing reports now have multi-select options for the dropdowns to allow the selection of more than one choice
  • Each report is formatted to take advantage of page margins and printing to one page when possible

REPORT FOLDER RE-ORGANIZATION

  • We created a new Executive Folder and moved Project-Quote and Order reports that contain commission data into that folder.  We have given agency Principals and Jr. Principals access to the folder and they or the LAN admin can grant access to others within the agency.  This has reduced the number of reports in the orders folder significantly.

       OLD ORDER FOLDER                             NEW ORDER FOLDER2_21_12_22_21_12_1

 

 

EXCITING NEW REPORTING COMING SOON!

We are putting the finishing touches on an Executive Briefing Book for the agency executive management team which will provide period over period reporting, details including customer and manufacturing breakdowns and trend charts.  This report will also be located in the Executive folder.  Stay tuned to a detailed blog about the Executive Briefing Book coming soon.

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