This article will show you how to create an Item Report.

Instructions

1. Navigate to the Meetings module
   
2. Select the Agenda the item is currently on
   
3. Select the Item
   
4. Select View and choose Item Files
   
   
   Note: The default view is Item Fields.
5. Select Create/Upload Report
   
6. Select Upload to upload a report from your computer
   
   
   • Item Report Name: Add a name for the report
   • Include in Packet: Check to include the report in the agenda packet
   • Drop or Select File to Upload: Drag and drop or click to upload a file from your computer
7. Select Create to create a new item report
   
   
   • Item Report Name: Enter a name for your report (required)
   • Item Report Design: Select a report template from the drop-down 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
8. Select Create File
   
9. Your Item Report will now appear on the Item Files page