Create Report Tips

Report Confirmation

After you are finished selecting all options for your reports, the Create report page requires you to confirm your selections for each report.

Report nameThe name of the report.
Edit settingsClick this link to modify any configuration options for the report. The application returns you to the Configure report options page.
Document nameListed are the names of the documents that will be included in the report.
TrashClick this to delete a document you no longer want to include in the report.
Delete user entered data once reports created

For this capability, you have two options:

  • Turn this toggle off if you want to retain your provided input on theSetup Report page after generating your reports.
  • Keep this toggle on if you want to automatically delete your provided input fromthe Setup Report page after creating your reports.
CreateClick this to generate the reports.

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