1. Navigate to Master Company Settings
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On the left-hand side menu of your instance, select Master Company Settings.
2. Open Report Settings
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Under Master Controls, locate and click on Report Settings.
3. Access Report Types
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Within Report Settings, click on Report Types.
4. Set Default Report Types
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Choose the reports you want to set as default.
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Click on the "Default" option for each selected report.
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Make sure each report’s Status is set to:
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Default
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Active
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Common Reports to Set as Default:
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Daily Activity Report (DAR)
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Incident Report
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Break Waiver
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Any custom reports created by your team
5. Verify in Employee Profiles
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Log in to an employee profile on the mobile app (or a test profile).
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Check the Reports section in the mobile app.
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Ensure the selected reports appear correctly.
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