10.3.9 Adding or removing people in report

To add or remove a person involved in a transaction:

1. Click a report.
   The report's Validation Errors tab is displayed.
2. Click the Persons Involved tab.
   All the people involved in the transactions along with their details are displayed.
3. (Optional) To add a person, click Add Persons Involved.
   1. Based on the type of person you want to add select Customer or Conductor.
      The Select from existing records to add persons involved is displayed.
   2. Search for the person you want to add and select the transaction that the person is part of.

      Note:

      When there are more than five million records, the search may take more time for displaying the results.
   3. Click Continue.
   4. In the Select Transaction page, select the role of the person and the transaction you want to add as part of the report and click Save.
      The person details are added in the Persons Involved tab.
4. (Optional) To remove a person from the report, click the delete icon against the person section.
   1. Click Remove in the confirmation page.
      The person's details are removed in the Persons Involved tab.