Understanding Reporting Tag

Any business which deals with a lot of databases needs to generate different types of reports for various needs. It gets confusing for the user to organize and assess them randomly. AntMyERP helps you sort the reports for different needs like Contacts, Quotes, etc. with its reporting tag feature. You can configure the reporting tag as per your requirement to make things simpler.

 

Permissions

Navigate to Settings > User Roles.

Select the employee you want to give Reporting Tag Permission to and scroll to the right.

Select Edit option from the Action dropdown menu.

Go to the Permissions tab.

Enable the permissions Manage Enquiry Ticket Reporting Tag, Manage Reporting Tag, Manage RMA Reporting Tag and Manage Service Ticket Reporting Tag.

Click on Save.

 

Creating a Reporting Tag

Navigate to the left menu > Settings  > Masters.

Select the General option.

A list of existing reporting tags will appear. Click on the plus button on the top right hand corner.

Choose the appropriate Type from the drop down options.

Enter the Reporting Tag Name. 

Check the box Is Default in case you want to make it the default tag for all.

Click on Save and Create.

 

Configuring Reporting Tag

Reporting tag can be configured while creating any ticket. There is a field where you can define the reporting tag for that particular ticket.

 

Viewing Reporting Tag

Reporting Tag can be viewed while creating the following entries:

• Task
• Enquiry 
• Service
• Request Toner
• Pickup Task
• Order
• RMA
• Meeting
• Purchase Enquiry
• Quality Check
• Proposal
• Purchase Order 
• Client
• Vendor
• Logistics
• Product
• Challan
• Payment Entries
• Receipt Entries
• Journal Entries
• Invoice
• Expense-Vouchers