Customize the data types available to your Associates in their Report Center.
There are three sections you need to address.
- Reports Tree - Toggle Tree types used in the Report Center, and assign them a Display Name.
- Fields/Columns - Toggle the column data points, group them, and assign them a Display Name.
- KPI - Add the KPI field from your compensation plan to make them available to the Associates in Report Center.
What We’ll Cover
- Permissions
- Finding the Page
- Enabling Reports Trees
- Customizing Fields and Columns
- Adding KPI
- Saving the Settings
Permissions
To access the Report Center page, you must have the Setup Report Center permission enabled for your Role.
Read more: Managing Web Office Users and Roles
Finding the Page
In Web Office Admin, navigate to: Advanced Settings > Report Center.
[CLIENTID].admin.directscale.com/#/ReportCenter
Enabling Reports Trees
-
On the Report Center page, click the Reports Tree section to expand it.
Expand Reports Tree section -
Click the toggle for each Tree you want to enable.
Toggle each tree This makes the Associate’s downline show up on reports.
-
For each enabled Tree, assign a Display Name.
This name will be available to select as a filter when creating a new report.
Customizing Fields and Columns
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Click the Field/Columns section to expand it.
Expand Field/Columns section Note: You can collapse the Reports Tree section without losing progress.
-
Click the toggle for each column of data point you want available to report on.
Toggle each field -
Select the checkboxes to opt-in to certain functionality.
Checkboxes - Show - If you want to display this field. Deselect the box to hide the field without deleting its configuration.
- Default - Display this field on the initial report before adding columns and filtering.
- Sortable - The field is available to Sort First By.
- Comparable - You can compare the field to other fields.
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For each field, assign a Group.
Group dropdown Fields will the same Group name will be grouped when adding a filter.
-
Assign a Display Name for each field.
Enter a String Key in the field (for example,
report_center_first_name
). This allows the column name to be translatable to other languages.Edit the String Key’s text value in the Localization page; if you need to add a new String Key, contact Customer Care.
Adding KPI
-
Click the KPI section to expand it.
Expand KPI section There won’t be anything in this section until you add KPI.
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Click the + button to add a new data point field.
This opens the Add More KPI pop-up window.
Add More KPI pop-up window -
In the pop-up, select the data point Key you want to add.
The KPI Keys are pulled in from your compensation plan.
-
Select whether the KPI Type will be a KPI Field or a KPI Field Bool.
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Assign a Name.
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Assign a Group.
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Click ADD.
Saving the Settings
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Click the SUBMIT button to save your configuration.
SUBMIT button
You can now further configure your added KPI in the Field/Columns section.

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