Report Configuration Settings
Report settings include overarching settings for the functionality or appearance of certain reports. These settings are located in the Reports section of the Configuration App > Settings Feature.
Application Report Logo Path
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Description: If a unique logo is for reports in the system, it can be indicated here. If nothing is populated in this field, for reports requiring a logo the Application Large Logo Path is used. When inserting an image path, it is recommended that staff upload the image to the Uploads App and link to the image path from that location.
Note: For additional information about this process, see the help topic: Pointing an Image Path to an Uploaded Image.
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Field Type: Text field.
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Default Setting: "/images/logo.png"
Report Name Settings
"Report Name" settings such as those listed below can be used by clients who wish to switch between certain report templates at will. Clients with this configuration must clear their browser cache after changing any of these settings in order for changes to appear. These settings require additional configuration by re:Members AMS support.
- Event Registration Confirmation Report Name
- Exam Confirmation Report Name
- Invoice Confirmation Report Name
- Order Confirmation Report Name
Invoice Report PAC Remittance Message
This text appears as a remittance message on invoices that include PAC donations. If the Invoice Report Remittance Message is filled out as well, the Invoice Report PAC Remittance Message will be preferred. Remittance messages are plain text only.
Invoice Report Remittance Message
This text appears as a remittance message on invoices. If the Invoice Report PAC Remittance Message is filled out as well, the Invoice Report PAC Remittance Message will be preferred. Remittance messages are plain text only.
Order Invoice Format
This setting determines how the system should function when the Send Confirmation Email button is clicked on an Order or Invoice Record. Staff have three options:
