---
title: "Reports - New / Edit Report Settings"
slug: "reports-new-edit-report-settings"
updated: 2026-03-30T17:17:46Z
published: 2026-03-30T17:17:46Z
canonical: "knowledge.technolutions.net/reports-new-edit-report-settings"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.technolutions.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Reports - New / Edit Report Settings

Most report settings are available when creating a new report or editing an existing report. The **Schedule Report** settings are only available after the report has been created.

## New/Edit Report Settings

These settings can be set upon report creation, or adjusted later.

| **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. |
| **Realm** | Adding the report to a [Realm](/v1/docs/realms) will only allow it to be accessed in Slate by users who can access that Realm. |
| **Folder** | Place report a folder and/or subfolder. |
| **Orientation** | Landscape reports render with much wider tables. When exporting to PDF, the report will be 8.5" x 11" in the orientation chosen. |
| **Colors** | 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. |
| **Parameters** | [Adding parameters to a report](/v1/docs/parameters-in-reports) allows you to include query string parameters where the values are passed into report filters. |

## Schedule Report Settings

These settings are only available after the report has been created. They allow you to automatically email the report on a predetermined schedule.

> [!WARNING]
> ⚠️ Use caution
> 
> Email is not a secure method of communication and extra caution should be observed when reporting individually identifiable or otherwise sensitive information.

| **Setting** | **Description** |
| --- | --- |
| **Frequency** | Reports can be automatically run on a **Weekly** or **Monthly** schedule. |
| **Recipients** | List recipients here with multiple email addresses separated by commas. |
| **Start Date** | The first day the report should be sent. |
| **End Date** | The last day the report should be sent. Leave blank to send the report indefinitely. |
| **Interval** (Weekly) | The number of weeks to wait before sending the report again. |
| **Weekdays** (Weekly) | Determine which days of the week the report should be sent. A minimum of one weekday must be selected. |
| **Day of Month** (Monthly) | The day of the month the report should be sent. |
| **Delivery Window** | Determine which time of the day the report should be sent. A minimum of one delivery window must be selected. |