How to create Presets
The option to create Presets will only be visible if you have been given the appropriate access. This access is usually be given to; Regional Managers, Managers and Admins.
The Presets will show you any home/user/course combination you need and save it as a report option
To start, you will need to access Reports form the Navigation Bar. Clicking this will give access to the Presets button
From here, enter the Preset Name and Description
Click on the "Homes" button to select Homes/Branches that you want to include
Then click Submit
Repeat this for the Courses and Users
Once you are happy with your filters, select Create
Finally, you will see the Preset you've just created on your screen. (You can create multiple presets)
