Report Settings - Branches

Katie Miles
Katie Miles
  • Updated

At a high-level, branches are a way to allow additional granularity for departments. They are configured here in the Report Manager Settings screen.

To enable branches (sub-departments), select the checkbox. If enabled, you can enter a label to use instead of Branch. For example, you might call them Divisions, or Business Units instead of Branches.

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Branches will be displayed to Contributors when writing reports, therefore is it important to ensure that your Branches are clear and easily identifiable to all users.

Related Articles:

  1. Report Settings – Confidential Reasons
  2. Report Settings – Submission Deadline Management
  3. Report Settings – Signature Pages
  4. Report Settings – Allow Uploading of Report Documents
  5. Report Settings - Branches

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