6.7.1 Including Documents in the Report

You can include the document attached in the Documents tab in the report. Only one file of .csv format can be included in the report. You cannot include files of any other format.

To include the attached document, follow these steps:

1. On the Documents tab, the documents attached display in the List of Documents section.
2. Select the check box of the document you want to include in the report.
3. Click Include in Report.
4. Click Save in the List of Documents grid. The following message displays: Update Operation Successful.
5. Click OK. The List of Documents grid displays. Validations:

If you try to include files of any other format (other than .csv format), the following message displays: Only a document with csv extension can be included in the report.

If you try to include more than one .csv file in the report, the following message displays: Only one document can be made primary for a report.

NOTE

You cannot edit the report details when the report is in View mode. Action buttons, such as Add, Delete, and Save, are hidden in the Documents tab when the report is in View mode.