Changing Default Reports for the Engineer & Customer Cloud Applications
The reports list visible to the engineer in the engineer web application and in the customer web application can be changed to add, remove or edit the details in the list.
This then allows the Tracker pro user to have control over which preferred reports are visible to engineers and customers.
To do this access the Report Selection menu within the Admin section.
Add , edit or delete the reports from the available drop down using the appropriate button.
- Job Report - displayed in the Engineers list and the Customers Web portal list of Jobs.
- Quote Report - displayed in the Engineers list and the Customers Web portal list of Quotes.
- Service Report - displayed in the Customer Web app within the list of service certificates.
- Contract Report - displayed in the Customer Web app within the list of contract certificates.
To make available or update any custom designed reports on your system you should undertake an upload of these onto the Azure Cloud Server using the following method.
Access the Report Company Info menu within the Admin section and click on Sync Custom Reports.
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