This article will show you how to create an Item Report.
- Edit an Item
- Navigate to the Item Report tab
- Note: This tab may be named differently (eg: Memo, Memorandum, Staff Report, etc), depending on what your organization calls these documents.
- Click Create Report
- Fill in fields
- Name: Enter a name
- Report Template: Select the appropriate template
- Word Template: Select the appropriate template
- In Packet: Click this if you want the report to be included in packets
- Click Update