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What is the "Reports to" field and how does it work?

The "Reports to" field is a feature within our platform that helps customers manage reports based on teams without having to create teams. By correctly selecting a person in the "Reports to" field, users can automatically form teams without going through the process of creating them.

The "Reports to" field can be found in Me → My Settings → General Settings.

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It is essential that all users fill in this field correctly to take advantage of its benefits. Users with Admin and Team Leader roles can be selected in the dropdown.

To add users who have filled in the "Reports to" field to a report, follow these steps:

  1. Go to Reports → Detailed reports

  2. Click on Filters → Select “Reports To”

  3. Choose the Team Leader/Company admin you want to add to the report

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By following these steps, all users who have filled in the "Reports to" field can be easily added to a report. This feature helps customers manage teams effectively without the need to create teams explicitly.

We hope this article has provided you with a better understanding of what the "Reports to" field is and how it works. If you have any further questions, please do not hesitate to contact us!

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