Automatic Item Reports are configured against a Meeting Type. You can choose which Report Design and Word Template are used, the Confidentiality applied to the generated report, and the Sections where the report should be created automatically.
This is useful when Items within a particular part of an Agenda should consistently use the same Item Report.
Before you begin
You will typically need to be a Site Administrator with access to Site Settings in the Resolve Admin Portal.
Before configuring an automatic Item Report, you will also need:
- A Report Design containing the structure, content and merge tags required for the Item Report.
- A Word Template providing the base Word document used when the Item Report is generated.
For more information, see:
Configure an automatic Item Report
From the User Menu, select Site Settings and open Meeting Types.
Locate the Meeting Type you want to configure and click the blue Edit pencil icon.
Open the Item Report tab and click + Add Report on the right-hand side.
Configure the Item Report:
- Item Report Name – enter the name that will be used for the generated Item Report.
- Item Report Template – select the Report Design used to generate the report content.
- Word Layout – select the Word Template used as the base document for the generated report.
- Confidential – select the appropriate Confidentiality for the Item Report.
- Sections – select the Agenda Sections where the Item Report should be created automatically.
Click Save when you've finished configuring the new Item Report.
Resolve will now automatically create the configured Item Report whenever a new Item is added to one of the selected Sections for this Meeting Type.
Note: If an Item does not already have the required Item Report, you can also create one manually. See How to Manually Create an Item Report.