Report Settings

When you a run any client facing reports you can select a specific set of Report Settings to use when running the report. This includes a specific Logo and Footer to show on the report.

Adding and Editing Report Settings

  1. Browse to the Report Settings screen under the Settings menu.
  2. Click New on the action bar, or select an item to edit.
  3. Type in a Name for these Report Settings.
  4. Enter the Footer text that must be displayed.
  5. Browse for a Logo that you want to use for these Report Settings.
  6. Click Save to save your changes.

Deleting Report Settings

  1. From the Report Settings screen open the required item that you would like to delete.
  2. Click the Delete button on the action bar.
  3. If the item is not being used you will be prompted to confirm the delete by clicking the Delete button.
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