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How to Navigate to User Report Types

Listed below are the different ways to access user report types: Quick Link Global Search Feature Configuration Tab Quick LinkThe first way to navigate to user report types is through the quick link f

Updated over 2 weeks ago

Listed below are the different ways to access user report types:

Quick Link

The first way to navigate to user report types is through the quick link found on a user report.

The user report type connected to a user report can be accessed by clicking on the "Report Type" field in the "User Report Details" section.

user_report_URT_quick_link.png

When editing the details of a user report, the quick link to the user report type will appear as the

quick link icon

icon next to the "Report Type" field.

Clicking on

quick link icon

will redirect you to the connected user report type.

user_report_URT_quick_link_editing.png

Global Search Feature

You can navigate to a user report type through the global search feature.

The global search feature appears as a search box in the upper left section of any Equus Platform screen. Click on the arrow on the left of the search box, and choose "User Report Types" from the dropdown list.

user_report_type_global_search.png

The search box is a typeahead field, and the closest matches to whatever is typed on the field will be listed below it. Search for the user report type, and click on the result that you require.

URT_example_search.png

Configuration Tab

The final way to access user report types is through clicking on the configuration tab.

navigation_configuration_menu_item.png

Choose "User Report Types" in the Configuration screen.

config_menu_user_report_types.png

You can also expand the "Documents/Reports" tab from the left side menu, and click on "User Report Types" from the options.

leftside_config_menu_user_report_types.png

On the "User Report Types" screen, look for the user report type. Click

edit button

to edit the user report type.

A new user report type can also be created by clicking

plus button

in the header section of the screen.

URT_screen.png
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