Get report templates

The OneStop Reporting standard templates are available through the Distribution settings. NOTE: Only top-level administrators have access to these settings.

To distribute report templates;

  1. Click Administration
  2. Click Customer Settings.
  3. Click  ✏️ the pencil next to Distribution Settings.
    • If you select the Allow receiving reports from OneStop Reporting check box, all users in all clients will receive the standard reports from OneStop Reporting in their Reporting library.
    • If you clear the Allow receiving reports from OneStop Reporting check box, it is still possible to turn it on for specific clients under Client Settings. Remember that you need to be at the client level to access the Client Settings tab. If you have turned this on for a particular client, only users in that client will receive the standard reports.

 

See also: Customer settings