Report Profiles are typically established when MoversSuite is initially installed and will be available within a drop-down menu, when updating the Report Profile Details.  Updating these records creates the link between the Reports documents and the Report Profile.

 

Linking Reports to Report Profiles

1.   Access the Mover’s Suite Administration,

2.   Open the Common > Reports > ReportProfileDetail setup,

Figure 48: Report Profile Detail setup section

3.   In the entry row, select a Report Profile from the list of available profiles,

4.   Select a Report Name from the list of available report documents,

5.   Press the Tab key to add the record to the database,

6.   Repeat steps 3 through 5 to define other profiles.

 

In the example below, the profile titled “Coordinator” has access to the documents titled Unassigned Order, Unregistered Orders Master, Unregistered Orders, User Details List, and Work Ticket.

 

Figure 49: Report Profile Detail example

 

View the Reports and Letters Report for a complete listing of profiles and reports.

 

Changes made here affect which reports will be available to a user, as further defined within the Personnel setup of the MoversSuite Administration - web.