Managing the Report List

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The Report List defines where your reports are located and how they can be accessed.

To access the Reports List, log in to ServiceCEO as an Administrator, and then follow these steps:

1. Select Reports from the Navigator bar. The Available Reports dialog box appears.

2. Click Edit List. The Reports List dialog box appears.

From the Report List dialog box, you can do several things:

• Add new reports to ServiceCEO. See the Adding New Reports section.

• Edit the configuration of existing ServiceCEO reports (including the category, description, and location of the report). See the Editing Report Descriptions/Sections section.

• Remove custom reports from ServiceCEO. See the Removing Reports section.

• Add reports to the Job, Estimate, and/or Project record. If added to a window, you'll be able to run it by clicking the Report Preview button  from the appropriate record.

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