In Web Office Admin, the Quick Reports page is where you can provide your associates with other associate’s custom reports that can be available to them through the Web Office > Report Center under Quick Reports.
What We’ll Cover
- Finding the Page
- Quick Reports
- Customizing Report Center Report Data in Web Office Admin
Finding the Page
In Web Office Admin, navigate to: Web Office Configuration > Quick Reports.
Quick Reports are a two-step process:
The report is initially created through the Web Office Report Center by an associate. If you would like to create a report yourself, you’ll have to do so in an associate’s Web Office.
Step-by-step guide: How an Associate Can Create a Report in Web Office
Once the report is created and approved, it can be added as a quick report through the Web Office Admin. This will make the report available in the Web Office to all associates.
Step-by-step guide: How to Add a Quick Report with Web Office Admin
Important: A specific account/user should be designated for report creation to help keep all reports together and unaltered.
Customizing Report Center Report Data in Web Office Admin
You can customize the type of data available to your associates in the Web Office Admin > Advanced Settings section.
Finding the Settings
In Web Office Admin, navigate to: Advanced Settings > Report Center.
Report Center Settings
There are three sections that need to be addressed.
- Reports Tree - Toggle tree types to be used in the Report Center and assign them a Display Name.
- Fields/Columns - Toggle the column data points, group them together, and assign them a Display Name.
- KPI - Add KPI field from your compensation plan to make them available to the associates in Report Center.
Step-by-step guide: How to Customize the Web Office Report Center Data in Web Office Admin