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Report Filing Tabs
The Filing Tabs allow operational reports to be filed in various usage classes. These usage tabs allow users to identify the reports they wish to run on a periodic basis such as daily, weekly, monthly, etc.
You can place a report in one or more of these tabs by simply placing a check mark at the appropriate report Filing tab setting check box when creating or modifying a report. By placing a check mark, it identifies the selected report to be shown for the tab or tabs selected.
Review Daily Operational Reports
Operational Reports are the reports that are critical to the success of your business and must be constantly monitored to insure that your business objectives are met. Filopto comes with a large variety of pre-defined reports, as well as the ability for the user to create their own reports. The Ask a Question feature also permits users to create ad-hoc reports when required.
The Report Manager has several Filing tabs which can assist users in defining which operational report should be run on a daily, weekly, monthly, yearly or preferred basis. You can identify the operational reports you want run and on what frequency. The Review Operational Report button opens the Report Manager on the Daily tab which should list the operational reports you want run every day. For example; the list shown below are some suggestion of reports that should be considered as basic operational reports, we recommend that you review then and add or change the list to best reflect your needs. From these reports you may need to print out additional reports to determine the source of a problem or get detail information on a particular item.
