Each configuration has a security level:

1. Presets: Communal configurations that have been predefined in StockMate. They are available for anyone to use, but can not be edited or deleted.
   
2. Mine: Private configurations that can only be used, edited or deleted by the owner.
   
3. Shared: Communal configurations created by a user. They are available for anyone to use. However, they can only be edited or deleted by an Administrator or the Owner of the configuration.
   

Editing a Report Configuration

1. From the Report Screen select the Cog.
   
   

   Select an existing Configuration that most closely represents your reporting needs, to limit the editing required.
   
   
2. Enter the Configuration Name, Page Size, and use the Column picker to select/deselect the required fields.
   
   

   Use the filter to narrow down the list of fields.
   
   
3.  Select Save Copy, if the base report was a Preset Configuration.
   
   OR select Save As, to create a copy of the existing customised Configuration.
   
   OR select Save, to overwrite the existing customised Configuration. 
   
4. To include Sorting;
   
1. Select the Report Configuration, and Load the report.
   
   
2. Select the sort option for desired columns, when complete select the Cog.
   
   
3. Select Update, Save.
   
   
5. Select Share, to make "Mine" report Configurations available to all users.
   
   

   Only Administrators and the Owner of the configuration can edit or delete shared configurations.
   The Owner is the person who initially created and shared the configuration.
   
   
   

   The Owner will be visible on all Shared report configurations.
   

   
   

   

   Area Managers and Operators can only modify shared report configurations that they created.

   If an Area Manager or Operator who is not the owner of the configuration, edits a Shared configuration, the only option will be to 'Save Copy'. This will generate a new configuration which will only be available to them ('Mine') - leaving the Shared configuration unchanged.
   

   
   
6. Refer to Report Pivots for further information on adding Pivot Configurations.
   

Starred Configurations

The list of Report Configurations can become quite large. Often there will be certain reports to run regularly, these can be Starred for quick and easy access. Once a configuration is Starred it will show at the top of the Report Configuration list.

Each user has their own list of Starred Configurations.

1. From the Report Configuration dropdown, select the desired Configuration. Select the Cog.
   
   
2. Select the Star. The Star will then change to yellow.
   
   
3. In the Report Configuration dropdown, the starred Configurations will now show at the top of the list.