Adding a Quick Report with Web Office Admin

Admin: Web Office Admin
Page: Web Office Configuration > Quick Reports
URL: [CLIENTID].admin.directscale.com/#/QuickReports
Permission: Quick Reports

In Web Office Admin, the Quick Reports page is where you can provide your Associates with other Associate' custom reports that can be available to them through the Web Office > Report Center under Quick Reports.

Once a report is created in Web Office and approved, you can add the report as a Quick Report through the Web Office Admin, making the report available in the Web Office to all Associates.

Adding the Report

  1. Click + ADD REPORT.

    + ADD REPORT button

    The New Quick Report pop-up window opens.

    New Quick Report pop-up window
  2. Enter the Distributor ID of the associate whose report you want to add.

    You can find an Associate’s ID on their Detail page.

  3. Click GET REPORTS.

    A {Associate’s name} Reports dropdown reveals.

  4. Click the dropdown and select the report.

    {Associate’s name} Reports dropdown

    The rest of the pop-up’s fields reveal.

    The rest of the pop-up reveals

Modifying Report Details

Modify the Name and Description of the report, if necessary.

Name and Description fields

You can enter your translations by clicking the Manage Translations icon.

Saving the Report

  1. Click the Published toggle on to publish now after saving the configuration.

    Alternatively, you can publish from the Quick Reports List by clicking the Publish icon.

  2. The rest of the settings are Multi-Faceted Configuration (MFC). Enter your specific configurations for who can view them.

  3. Click SAVE.

The report is now available to all associates in Web Office.

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