Items


 

Create an Item Report

Overview

This article will show you how to create an Item Report.

Instructions

  1. Edit an Item
  2. Navigate to the Item Report tab
    item_report.png
    • Note: This tab may be named differently (eg: Memo, Memorandum, Staff Report, etc), depending on what your organization calls these documents.
  3. Click Create Report
    create_report.png
  4. Fill in fields
    create_report_field.png
    • 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
  5. Click Update
    update.png



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