This article will show you how to create, edit, and delete Item Reports. Item Reports are documents, either produced by Agenda and Meeting Management Select or uploaded from an outside application, that contain all the relevant item information needed during a meeting.
Create an Item Report
Sign in to the system if you have not already
Navigate to the Meetings module:
Select the agenda that has the item you wish to create an item report for:
Select the desired item:
Navigate to the View menu and select the Item Files option from the dropdown list:
Note:
The default view is Item Fields.
In the Item Reports section, click the Create/Upload Report button:
Click the Upload tab to upload an item report from your computer:
Fill in the Upload tab information fields:
Item Report Name: Add a name for the report
Include in Packet: Check this checkbox to include the item report in the agenda packet
Drop or Select File to Upload: Drag-and-drop an item report onto the file upload field, or click the upload icon to select and attach an item report file from your computer
Click the Upload File button:
Or click the Create tab to create a new item report:
Fill in the Create tab information fields:
Item Report Name (required): Enter a name for your report
Item Report Design: Select a report template from the dropdown menu
Item Report Word Design: Select a pre-existing Word Template or a Blank Document
Include In Packet: Check the box to include the item report in your agenda packet
Click the Create File button:
The item report has been created:
Edit an Item Report
Sign in to the system if you have not already
Navigate to the Meetings module:
Select the agenda that has the item report you wish to edit:
Select the desired item:
Navigate to the View menu and select the Item Files option from the dropdown list:
Note:
The default view is Item Fields.
In the Item Reports section, click the Edit tool (purple pencil icon) next to the item report you wish to edit:
Update the Edit Item Report fields as desired:
Item Report Name (required): Enter a name for your report
Item Report Design (required): Select a report template from the dropdown menu
Item Report Word Design (required): Select a pre-existing Word Template or a Blank Document
Include In Packet: Check the box to include the item report in your agenda packet
Note:
The Edit Item Report modal will include a separate set of fields if the existing item report was uploaded rather than created within the system:
Item Report Name (required): Edit the name of the item report, if desired
Include In Packet: Check the checkbox to indicate whether the item report should be included in the associated agenda packet
Drop or Select File to Upload: Drag-and-drop a replacement item report file onto the file upload field, or click the upload icon to select and upload an item report file from your computer (the text description for this field will be replaced with a document name if a file has already been uploaded)
Click the Save button to save your changes:
The item report has been updated
Delete an Item Report
Sign in to the system if you have not already
Navigate to the Meetings module:
Select the agenda that has the item report you wish to delete:
Select the desired item:
Navigate to the View menu and select the Item Files option from the dropdown list:
Note:
The default view is Item Fields.
In the Item Reports section, click the Delete tool (red trash can icon) next to the item report you wish to delete:
Click the Delete Item Report File button on the Delete Item Report File popup that appears to confirm the deletion:
The item report has been deleted