---
title: Resolve - Creating Item Reports
description: How to have an Item Report automatically generate on your report.
---

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# Resolve - Creating Item Reports

## How to have an Item Report automatically generate on your report.

Prerequisites: Before continuing, ensure you have completed an Agenda Item Design and a Word Layout. Refer to the linked articles below for step-by-step instructions on how to create each one.

**Agenda Item Design:**

[https://info.redmansolutions.com.au/resolve-knowledge-base/resolve-agenda-item-design](https://info.redmansolutions.com.au/resolve-knowledge-base/resolve-agenda-item-design)

**Word Layout:**

[https://info.redmansolutions.com.au/resolve-knowledge-base/resolve-creating-and-uploading-your-word-design](https://info.redmansolutions.com.au/resolve-knowledge-base/resolve-creating-and-uploading-your-word-design)

After completing your Agenda Item Design and Word Layout, navigate to **Site Settings > Meeting Types**.

**![](https://info.redmansolutions.com.au/hs-fs/hubfs/image-png-Nov-16-2023-12-08-10-3424-AM.png?width=670&height=212&name=image-png-Nov-16-2023-12-08-10-3424-AM.png)**

   
Select the blue edit (pencil) icon next to the Meeting Type you want to configure an automated Item Report for. Then select the **Item Report** tab, followed by **+Add Report**. 

![](https://info.redmansolutions.com.au/hs-fs/hubfs/image-png-Nov-16-2023-12-12-04-8357-AM.png?width=670&height=240&name=image-png-Nov-16-2023-12-12-04-8357-AM.png)

![](https://info.redmansolutions.com.au/hs-fs/hubfs/image-png-Nov-16-2023-12-13-54-1398-AM.png?width=334&height=400&name=image-png-Nov-16-2023-12-13-54-1398-AM.png)

**Item Report Name:** The name of the file as it will appear in the Public and Councillor portals.

**Item Report Template:** The Agenda Item Design to use for this Item Report.

**Word Layout:** The base Word document that defines the formatting and structure of your Item Report.

**Confidential:** Sets the confidentiality level of the Item Report. Confidential reports are restricted from the Public portal.

**Sections:** The Agenda section(s) for which this Item Report will be automatically generated when a new item is created.

 

Once all fields are completed, select **Save**. An automated Item Report will now be generated for any new items added to the selected sections within this Meeting Type.

### **Manually create an item report** 

If your Item does not already have an item report, you can manually create an Item Report following the below steps. 

On the Item Files Tab, select Create Report

![](https://info.redmansolutions.com.au/hs-fs/hubfs/image-png-Nov-15-2023-11-59-24-0415-PM.png?width=670&height=354&name=image-png-Nov-15-2023-11-59-24-0415-PM.png)

Give it a name and select the appropriate template

![](https://info.redmansolutions.com.au/hs-fs/hubfs/image-png-Nov-15-2023-11-59-51-7962-PM.png?width=670&height=292&name=image-png-Nov-15-2023-11-59-51-7962-PM.png)

To control the visibility of the report at publishing, you will need to select the appropriate Confidentiality of the item report. This controls if it will be visible to the Councillors and public.

![](https://info.redmansolutions.com.au/hs-fs/hubfs/image-png-Nov-16-2023-12-00-22-5688-AM.png?width=670&height=248&name=image-png-Nov-16-2023-12-00-22-5688-AM.png)

Once you have hit the update button, you will be able to see and preview the item report.   
You will also see if the item report will be visible to the public  
![](https://info.redmansolutions.com.au/hs-fs/hubfs/image-png-Nov-16-2023-12-00-39-6604-AM.png?width=670&height=200&name=image-png-Nov-16-2023-12-00-39-6604-AM.png)

 

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