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T Analyst - How to add service descriptions to your summary reports

by Community Manager ‎04-02-2016 12:26 PM - edited ‎27-10-2016 01:45 PM

You can add up to two service descriptions in your reports to help identify your service information.

 

  1. Select the Summary reports tab.

Home page - reports.JPG

 

2.   Select report name to view.

 

Summary reports - cost centre by service.JPG

 

 

 

3.  Select Edit to add description fields to your report.

 

 Summary reports - edit cost centre by service.JPG

 

 

4.  Select drop down menu from Group or Subgroup.

     Scroll down and select from the following new fields.

 

adding description screen 4.JPG

 

5.   Select Save

 

Summary reports - edit report save.JPG

 

 

 

 

6.  Report will now display the new fields

 

Summary reports - service description fields.JPG