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Report Wizard | Improvements

Report Wizard is now included within the main Backoffice navigation panel.

In this article

Overview

Version Specifications

Key Features & Capabilities

Configuration

 

Permissions

Adding a Saved Report


Overview

Our internal Report Wizard has undergone some improvements, and is no longer an external install process, it is now included in the main install procedure. Saved reports can also be added to the wizard. 

Specifications

Version: 4.8.0.0

Released: May 2025

Product: Backoffice 


Key Features & Capabilities

  • New location on the main Backoffice navigation panel

  • Rebranded to Easy Report Wizard to highlight the simple approach to building reports

  • Enhanced to allow users to add their own reports to Report Wizard

Configuration

Permissions
  • Reporting -> Other Reports -> Maintain Saved Reports


 How To Add A Saved Report
  • Log into Backoffice
  • Navigate to Other Reports > Saved Reports
  • Select the report to be added to Report Wizard
  • Select 'Save as Report Wizard'

  •  Proceed to add a Name, Group & Category the report will be shown under in Reports Wizard
  • Save & Restart Backoffice 

  • Your saved report will now show under the relevant section in Reports Wizard

Permissions

  • Reporting -> Other Reports -> Maintain Saved Reports