Team Reporting Overview

Use the Team Reporting feature to create individual "teams" in your company.

For example, if your company is divided into regions and offices, you may create a separate team for each region and office, and maintain information for each of these segments of your business.

You set up the Team Reporting feature in Configuration > Team.

Related Topics:

  • When to Use Team Reporting
    Consider using Team Reporting if your firm includes multiple units that operate independently in certain important respects.
  • Team Reporting Structure
    Team Reporting allows you to divide your firm into distinct units and then track data separately for each unit.
  • Team Labels
    By default, GovWin Capture Management uses the label "team" wherever your individual business entities appear on screens or reports. During installation, you can change the default "team" label for your firm. For example, you may want to call your teams business units.
  • Team Subcodes
    When you set up Team Reporting, you must set up separate subcodes for each level in your team structure. You can then combine the subcodes to create the codes that identify your teams.
Parent Topic: Concepts Overview