How to create Presets

The option to create Presets will only be visible if you have been given the appropriate access. This access is usually be given to; Regional Managers, Managers and Admins.

The Presets will show you any home/user/course combination you need and save it as a report option

To start, you will need to access  Reports form the Navigation Bar. Clicking this will give access to the Presets button

From here, enter the Preset Name and Description

Click on the "Homes" button to select Homes/Branches that you want to include

Then click Submit

Repeat this for the Courses and Users

Once you are happy with your filters, select Create

Finally, you will see the Preset you've just created on your screen. (You can create multiple presets)

Please Note Presets are only visible on the reports you created the preset for

Click here to Find out how to Edit Tag's

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