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Standard reports are reports that are directly provided in SecuTix. They cover basic needs in terms of reporting.

The following description presents the steps to follow in order to add a standard report. You can also watch the presentation video of the new reporting (youtube).

Detailed guide

  1. On the reports screen of the "Sale management" module of the "
  2. In the "Report templates" window, select in the list the reports you want to add.
  3. Choose the desired level of sharing:
      • All organizations: the reports added will be visible from all your institution's organizations.
      • Current organization: the reports added will be visible only from the current organization.
      • Not sharing: added reports will only be visible for the current operator.
  4. Click on the "Add" button.

 

 

 

 

 

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