On the main menu on the left-hand side of your Staffwizard page, click on the"Master Company Settings" tab, select the "Report Types" section that is displayed on the left-hand side of the screen, then click on "Report Types" on the tab on the top of the panel.
For creating a new Report Type:
- On the right-hand side at the top of the screen click the button "+ Add new".
- Fill in all the required sections and the name of the report.
- Once all is set, you can select and build the structure of the report by dragging the fields from the right-hand to the report area.
- Each section added will show three options, you will be able to remove the element, edit it, and copy the field.
- Make sure to edit it for the following and fill in all the requirements for the report. When you click the option "Edit", you will be able to mark the field as required/mandatory, you can rename the label and type a placeholder for it.
- Once you have all the fields set up, click the button "Save" at the end of the page. (Scroll down if necessary).
For editing a report previously created:
- In the same section "Report Types", a list of reports will display and you will see the option to edit or delete it in two buttons on the right-hand side of the list.
- When you click the button "Edit", the report will open for you to add/edit/delete sections of the report. Once you have made the necessary changes, click the button "Save".