- Report design is an Admin level function. During this process, Admin can assign a Report Group to the report and make a report active for Report Generator and Subscription. (See Create a Report for more help.)
- In Report Settings (on the Report Design page), the following fields are relevant:
- Report Group: name of the report group this report belongs to for the purpose of Report Generator
- 'Is Active': set to 'Yes' (allows the report to be active and can be generated)
- 'Available to Subscribe': set to 'Yes' (allows the Subscription feature for the report - optional)
- 'Report Description': description for the report
- 'PDF Output Template': prepared PDF for generated reports (optional - if used, the template must have been created; if not used, the report is a CSV file)
- 'Email Subject': Subject heading for email sent with attached report (if Subscription is enabled)
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