- 21 Nov 2023
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Reports - New / Edit Report Settings
- Updated 21 Nov 2023
- 1 minute read
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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. |