Manage Reports

The Manage Reports section, located under Reports in the left navigation menu or from the Reports page, is where users can edit their company's list of available reports and create new report groups, if needed. By default, each plan's reports are placed into one of the following groups: Narratives, Main AAP Reports, Utilization, Personnel Activities, Checklists, Adverse Impact, IWD & Vets, and Compensation. 

If you wish to move a report to another group, select the individual report in the Available Reports menu on the left and move it to the desired Report Groups section on the right. If you would like to remove a report from the list, select the Remove Report option on the right side of the report name entry. After all the changes have been made, select one of the [Save] options at the bottom.  

If new company-specific Report Groups are needed, they can be added through the [New Group] action located in the top right corner of the page. Once the new group is given a name, it will appear at the bottom of the list where individual reports can be added. The group can also be moved towards the top of the list using a drag-and-drop action. 

Please note, this page is not available for all users or accounts. If you wish to adjust your company's list of reports and this option is not available, please contact your Berkshire Consultant or contact Berkshire Product Support.