Reports - New / Edit Report Settings
  • 21 Nov 2023
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Reports - New / Edit Report Settings

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Article Summary

New/ Edit Report

Setting

Description

Name 

Displays name of report on the list of reports as well as the title of the report when rendered as a PDF. Name can be updated at any time.

Folder

Place report a folder and/or subfolder.

Orientation

All reports render as 8.5" x 11" in either portrait or landscape orientation.

Color

All graphs and charts within the report utilize a defined set of 10 colors. These can be customized precisely using either the palette selector or hexadecimal color notation. 

Recipients 

Reports can be automatically emailed on a predetermined schedule. Recipients are listed here with multiple email addresses separated by commas. Note: email is not a secure method of communication and extra caution should be observed when reporting individually identifiable or otherwise sensitive information. 

Weekdays

Determine which days of the week the report should be sent. A minimum of one weekday must be selected.

Delivery Window

Determine which time of the day the report should be sent. A minimum of one delivery window must be selected.


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