General Reporting
How to Set Up Automated Report Emails
Purpose This document outlines the process of how to configure and send automated report emails within the Green Leaf Elevated system. Please be aware that this guide is not all encompassing and that this functionality may be expanded in the future. ...
Basic Report Functionality
Purpose This document outlines basic report functionality within the Elevated system. The report functionalities listed in this guide will be available in almost any report that you are viewing in the system. If you have any questions about report ...
Audit - Employee Record Changes
In order to view an audit trail of any changes made to an employee's record, you must first go to the employee's record. Navigation: Hamburger Menu > Team Icon > My Team > Employee Information - Find the employee and click on the Employee ...
Customizing Dashboards - Overview
Green Leaf Elevated allows for customization in so many ways. One of the best parts about the system is the ability to customize your reports and store both the reports and information you need quickly in your Dashboard. The Dashboard is the top bar ...