Canned Reports

Navigte to Canned Reports#

• Access the Document Management sub-module of the System module.

• Click on Canned Reports.

• This displays a list view of Canned Reports.

• Use the Filter button, when clicked, gives you a dropdown where you can specify various parameters for filtering the records:
  • Search string: for filtering records
  • Layout Option

View a Canned Report#

• To view a canned report, click on the canned report Name

Change Report Template#

• To change the reporting template, select the report using the radio button
• Click the Change Template button