Company Admin- Creating and saving company reports
Company Admin- Creating and saving company reports
General Instructions
Log into the farm (company) in which you are an administrator.
Create a report in the current or Bovi-Insights reporting system.
Name and save your report via "Save Farm Report".
Reports created in the current report system can then be seen under the Farm Reports top menu.
In order to see the Bovi-Insights farm report under the Farm Reports top menu:
Go to Setup > Report Manager.
In the Farm Reports tab, the Bovi-Insights reports will initially be located within the "Uncategorized" sub-menu.
Move report to a present category: Click "Select Action", "Move", Then choose your category and where you'd like the report to be positioned in the report list.
Move a report to a new category: click Add Menu Item, and then click "Category". Choose your category. Then on the report you'd like to move, "Select Action" and move it to the desired category and position within the report list.
When you refresh the page, you should then be able to see the categorized reports under Farm Reports in the top menu.
Video Tutorials
Saving Company Reports (farm reports)
Categorizing and viewing reports in Report Manager when logged into company
Company menu when logged into farms as company user
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