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Import Settings

When is this helpful?

If you wish to change the report style or if you wish to change the pass/fail percentage range, you will have to regenerate the previous reports to comply with the new changes. For instance, regenerating a report will present you with a report that is formatted in the new report style.

Step 1: Log in to the admin portal: on a Desktop. Under Setup, click on Report Styles.

Step 2: Select a Company from dropbox, then click on the pencil icon on the report you would like to change to a different report style.

Step 3: Select the new report style from the choices displayed under templates, then click Save.

Step 4: Click on Manage Reports. Find the checklist you have made the changes to and select the 3 dots next to it then select Regenerate Report:

This will display a pop-up asking you to confirm your action select, Yes to regenerate the report as shown below:

Once you have selected Yes a pop-up will appear informing you that your new report is being downloaded in a PDF format.

From a mobile device, click on 'Import Settings' to re-import the latest changes made in the Admin Portal.

Related Article:

How and why to regenerate a report

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