The Flag Report feature in GuardsPro allows admins to highlight important Standard Reports and Incident Reports that require further review or follow-up. Flagging a report makes it easier to identify important records and access them whenever needed.
When flagging a report, you can provide a reason to explain why it requires attention. You can also use the available filters to view all flagged reports, helping your team stay organized and manage important reports more efficiently.
📌 Prerequisites
Before flagging a report, ensure that you have:
Access to the Reports section on the GuardsPro Back Office Dashboard.
Identify the Standard Report or Incident Report that you want to flag.
✅ This guide will walk you through the steps to flag reports on the Back Office Dashboard:
📂 Step 1: Navigate to the Reports Section
Log in to your GuardsPro Back Office Dashboard.
Navigate to the Reports section from the main menu.
Open either Standard Reports or Incident Reports, depending on the type of report you want to flag.
📝 Note: Only custom Standard Reports and custom Incident Reports can be flagged. Other reports cannot be flagged.
🚩 Step 2: Locate and Flag the Required Report
Find the report you want to flag in the report list.
Hover your mouse between the checkbox and the report ID to reveal the flag option.
Click the Flag icon next to the report to mark it for further review.
📝 Step 3: Enter the Reason for Flagging
After clicking the Flag icon, a pop-up window will appear prompting you to provide a reason for flagging the report.
Enter the reason clearly so that the purpose of flagging the report is documented.
Submit the reason to complete the process.
🔍 Step 4: View Flagged Reports
Once a report has been flagged, you can use the available filters to find it easily.
Navigate to the relevant section under Reports.
Click the Filter option.
Apply the appropriate filter to display flagged reports.
Review the results to locate the report you need.
🔗 Additional Actions: Generate a Link or Add a Report to Watch View
From the same Reports screen, you can also use the following features:
Generate a Report Link: Create a temporary link to access or share a specific report. For more information, refer to How to generate a link to reports on the Back Office Dashboard.
Watch a Report: Add a report to your watch list to stay informed about relevant report activity. For more information, refer to How to add a report to the watch report on the Back Office Dashboard.
🎯 That’s it! The Flag Report feature helps you highlight important Standard and Incident Reports that require attention or further review. By adding a reason when flagging a report and using filters to locate flagged records, you can improve report organization and streamline follow-up activities.
For further assistance, feel free to contact the GuardsPro Support Team anytime.
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