> ## Documentation Index
> Fetch the complete documentation index at: https://docs.rdrive.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up a Report configuration

> Admin can pair an issue report template with a report configuration template, for the users able to pick a report configuration template from the download proce

# Report configuration template

## A template that can set a set of prefilled download options

Admin can pair an issue report template with a report configuration template, for the users able to pick a report configuration template from the download process/form/issue dialog. The issue report template will be selected based on the paired report configuration template accordingly.

**TABLE OF CONTENTS**

* [Report configuration template](#report-configuration-template)
  * [Report configuration.](#click-settings-and-select-report-configuration.)
    * [You can create a new template by clicking the ⊕ button.](#you-can-create-a-new-template-by-clicking-the%c2%a0%e2%8a%95%c2%a0button.)
    * [The template will be created, and you can now check the download options for this template as pre-fill settings. Any updates made will be saved automatically.](#the-template-will-be-created,-and-you-can-now-check-the-download-options-for-this-template-as-pre-fill-settings.-any-updates-made-will-be-saved-automatically.)
    * [Please access the Report layer by Company level ➡ Settings ➡ Categories ➡ Subcategories ➡ Issue template ➡ Issue wizard ➡ Report layer to set up.](#please-access-the%c2%a0report-layer%c2%a0by-company-level-%e2%9e%a1-settings-%e2%9e%a1-categories-%e2%9e%a1-subcategories-%e2%9e%a1-issue-template-%e2%9e%a1-issue-wizard-%e2%9e%a1-report-layer-to-set-up.)
    * [Select the report layout, click  ⋮  the button, and Pair.](#select-the-report-layout,-click-%c2%a0%e2%8b%ae%c2%a0-the-button,-and-pair.)
    * [Remember to click the SAVE button to save changes](#remember-to-click-the-save-button-to-save-changes.)
      * [](#let's-check-how-it-works-at-the-project-level.)[](#let's-check-how-it-works-at-the-project-level.)[](#let's-check-how-it-works-at-the-project-level.)[](#let's-check-how-it-works-at-the-project-level.)[How it works at the Project level.](#let's-check-how-it-works-at-the-project-level.)
        * [Click Download to open a download dialog.](#click-download-to-open-a-download-dialog.)
        * [Check the "Use report configuration template" option.](#%e2%80%8bcheck-the-)
        * [The paired report configuration template has been selected. To download the template, please click on the DOWNLOAD button.](#the-paired-report-configuration-template-has-been-selected.-to-download-the-template,-please-click-on-the-download-button.)

***

First, log in to **Company Area**. *Only the company admin can access this page.*

#### Click **Settings** and select **Report configuration.**

<img src="https://mintcdn.com/rdrive/KTEN-a5UFMxblQII/images/kb/103000162023/YLuVSlU9oFVAH-lSxOfNLMXQ3y1KrF-j9w.jpeg?fit=max&auto=format&n=KTEN-a5UFMxblQII&q=85&s=2eee2c70ec0c829e8fa682ce065bbaf4" alt="Set up a Report configuration" width="1024" height="768" data-path="images/kb/103000162023/YLuVSlU9oFVAH-lSxOfNLMXQ3y1KrF-j9w.jpeg" />

<img src="https://mintcdn.com/rdrive/c88nBjkJUIQI3pkj/images/kb/103000162023/6CYpx8kT2Qu_AtBTe0ANt4tAm5Xfk8Oj6w.jpeg?fit=max&auto=format&n=c88nBjkJUIQI3pkj&q=85&s=cc4780be4ec29a7e1ef468de6ff41196" alt="Set up a Report configuration" width="1024" height="768" data-path="images/kb/103000162023/6CYpx8kT2Qu_AtBTe0ANt4tAm5Xfk8Oj6w.jpeg" />

#### You can create a new template by clicking the **⊕** button.<img src="https://mintcdn.com/rdrive/c88nBjkJUIQI3pkj/images/kb/103000162023/GhB74kv7oY51PaeblWngxPvFo0I5BGLhtg.jpeg?fit=max&auto=format&n=c88nBjkJUIQI3pkj&q=85&s=721d75cd7745e6983788d8ea2446db87" alt="Set up a Report configuration" width="1024" height="768" data-path="images/kb/103000162023/GhB74kv7oY51PaeblWngxPvFo0I5BGLhtg.jpeg" />

Enter the template title, and click **OK** to confirm. 

If you have a downloaded file, you can also click on **UPLOAD**.

<img src="https://mintcdn.com/rdrive/c88nBjkJUIQI3pkj/images/kb/103000162023/5vcs_olvbZzb_2McrCKHvS5oO2aGWWjZFQ.png?fit=max&auto=format&n=c88nBjkJUIQI3pkj&q=85&s=0d66517d8b30616f1fce77bcc8810889" alt="Set up a Report configuration" width="1024" height="768" data-path="images/kb/103000162023/5vcs_olvbZzb_2McrCKHvS5oO2aGWWjZFQ.png" />

Template created.

#### The template will be created, and you can now check the download options for this template as pre-fill settings. Any updates made will be saved automatically.

<img src="https://mintcdn.com/rdrive/KTEN-a5UFMxblQII/images/kb/103000162023/q09VT3YDq8Fqil2CN_E88l7UwrxzhXZROA.jpeg?fit=max&auto=format&n=KTEN-a5UFMxblQII&q=85&s=1ee6e75f8973202d0c9beca2309a80fe" alt="Set up a Report configuration" width="1024" height="768" data-path="images/kb/103000162023/q09VT3YDq8Fqil2CN_E88l7UwrxzhXZROA.jpeg" />

Next, you may need to pair this report configuration template with an issue report.

#### Please access the **Report layer** by Company level ➡ Settings ➡ Categories ➡ Subcategories ➡ Issue template ➡ Issue wizard ➡ Report layer to set up.

Here are the screenshots to guide you to access.<img src="https://mintcdn.com/rdrive/KTEN-a5UFMxblQII/images/kb/103000162023/nAXkPXb3OtwuguwWdLvDTWGRcmq8JDOORA.jpeg?fit=max&auto=format&n=KTEN-a5UFMxblQII&q=85&s=33a26090c9baf78f1a0aa1f62f247e6b" alt="Set up a Report configuration" width="1024" height="768" data-path="images/kb/103000162023/nAXkPXb3OtwuguwWdLvDTWGRcmq8JDOORA.jpeg" /><img src="https://mintcdn.com/rdrive/c88nBjkJUIQI3pkj/images/kb/103000162023/QI7UEhZ7GGV_boulaRu4XzlYTpiilTCBaQ.jpeg?fit=max&auto=format&n=c88nBjkJUIQI3pkj&q=85&s=9254e83794103ed3128f99f9b127205b" alt="Set up a Report configuration" width="1024" height="768" data-path="images/kb/103000162023/QI7UEhZ7GGV_boulaRu4XzlYTpiilTCBaQ.jpeg" /><img src="https://mintcdn.com/rdrive/KTEN-a5UFMxblQII/images/kb/103000162023/bEmVcExUHCfDuwHrjnK2IWETfCgFfamN2g.jpeg?fit=max&auto=format&n=KTEN-a5UFMxblQII&q=85&s=e2840d402566e13244aa84f93928a78e" alt="Set up a Report configuration" width="1024" height="768" data-path="images/kb/103000162023/bEmVcExUHCfDuwHrjnK2IWETfCgFfamN2g.jpeg" /><img src="https://mintcdn.com/rdrive/c88nBjkJUIQI3pkj/images/kb/103000162023/PtpInHPIHf3XZqbsGU6Rew1ly1BGSKOS5g.jpeg?fit=max&auto=format&n=c88nBjkJUIQI3pkj&q=85&s=f7e47e217ce0d3ade6b196caab4b7b6c" alt="Set up a Report configuration" width="1024" height="768" data-path="images/kb/103000162023/PtpInHPIHf3XZqbsGU6Rew1ly1BGSKOS5g.jpeg" /> Click **Edit**. And select the latest template version which is currently in use, instead of creating a new version.<img src="https://mintcdn.com/rdrive/KTEN-a5UFMxblQII/images/kb/103000162023/rlXvLJbblgoFgPMwZXCB_nH30sOA-IPNYQ.jpeg?fit=max&auto=format&n=KTEN-a5UFMxblQII&q=85&s=36c5edf02f738d91e88fd8c1e44526a5" alt="Set up a Report configuration" width="1024" height="768" data-path="images/kb/103000162023/rlXvLJbblgoFgPMwZXCB_nH30sOA-IPNYQ.jpeg" /><img src="https://mintcdn.com/rdrive/KTEN-a5UFMxblQII/images/kb/103000162023/u-7j6wS5GQ1YKJ7Jm47hAKDFZlpD_DSNOA.jpeg?fit=max&auto=format&n=KTEN-a5UFMxblQII&q=85&s=bd82cecf8ddd39d4d148ac805ff74110" alt="Set up a Report configuration" width="1024" height="768" data-path="images/kb/103000162023/u-7j6wS5GQ1YKJ7Jm47hAKDFZlpD_DSNOA.jpeg" /> Click **EDIT** to access the I**ssue wizard ➡ Report layer.**<img src="https://mintcdn.com/rdrive/c88nBjkJUIQI3pkj/images/kb/103000162023/Rp2Y7Lm17XQ4lAUEeuxIKli3QvnmSsxlng.jpeg?fit=max&auto=format&n=c88nBjkJUIQI3pkj&q=85&s=bc509f1179cc1245afd0a4075d2631e5" alt="Set up a Report configuration" width="1024" height="768" data-path="images/kb/103000162023/Rp2Y7Lm17XQ4lAUEeuxIKli3QvnmSsxlng.jpeg" /><img src="https://mintcdn.com/rdrive/c88nBjkJUIQI3pkj/images/kb/103000162023/T19vI8rH_jN6kqpG-MvDWeLsV4T8353FUQ.jpeg?fit=max&auto=format&n=c88nBjkJUIQI3pkj&q=85&s=008474a1847ab2a39fef16576ee624ce" alt="Set up a Report configuration" width="1024" height="768" data-path="images/kb/103000162023/T19vI8rH_jN6kqpG-MvDWeLsV4T8353FUQ.jpeg" />

#### Select the report layout, click  **⋮**  the button, and **Pair.**

<img src="https://mintcdn.com/rdrive/KTEN-a5UFMxblQII/images/kb/103000162023/x858ab1JiOBuIGJ23_-bCTQlQqb8-K3Wdw.jpeg?fit=max&auto=format&n=KTEN-a5UFMxblQII&q=85&s=44927c5f9fe51a8ee502cfae545eedfe" alt="Set up a Report configuration" width="1024" height="768" data-path="images/kb/103000162023/x858ab1JiOBuIGJ23_-bCTQlQqb8-K3Wdw.jpeg" />

<img src="https://mintcdn.com/rdrive/KTEN-a5UFMxblQII/images/kb/103000162023/jDl8cvH2Y5Ya8bw4nZBQlOjBt096WzbY0Q.jpeg?fit=max&auto=format&n=KTEN-a5UFMxblQII&q=85&s=b856e4cb7008ab4c3546dab42a8419ec" alt="Set up a Report configuration" width="1024" height="768" data-path="images/kb/103000162023/jDl8cvH2Y5Ya8bw4nZBQlOjBt096WzbY0Q.jpeg" />

<img src="https://mintcdn.com/rdrive/KTEN-a5UFMxblQII/images/kb/103000162023/mSZd5dylF6Zmp2XYXphyguqvhZt3zH0i_A.jpeg?fit=max&auto=format&n=KTEN-a5UFMxblQII&q=85&s=3e60c2e590edf65eebff50dad60b2ae9" alt="Set up a Report configuration" width="1024" height="768" data-path="images/kb/103000162023/mSZd5dylF6Zmp2XYXphyguqvhZt3zH0i_A.jpeg" />

Click to select the existing Report configuration template to pair with.

*You can select more than one template according to your needs.*

<img src="https://mintcdn.com/rdrive/KTEN-a5UFMxblQII/images/kb/103000162023/Xne7iaU4z5Xnv6nuXQnrxI52p3sSHLvXcQ.png?fit=max&auto=format&n=KTEN-a5UFMxblQII&q=85&s=a1531c80887e29e50e57520a5700c43d" alt="Set up a Report configuration" width="1024" height="768" data-path="images/kb/103000162023/Xne7iaU4z5Xnv6nuXQnrxI52p3sSHLvXcQ.png" />

**OK** to save.

#### <img src="https://mintcdn.com/rdrive/c88nBjkJUIQI3pkj/images/kb/103000162023/OuQYDETrCy5yjjNrvo-K9FMVeayS82gsMQ.jpeg?fit=max&auto=format&n=c88nBjkJUIQI3pkj&q=85&s=6573c312328cf1825a1a00f20575ce53" alt="Set up a Report configuration" width="1024" height="768" data-path="images/kb/103000162023/OuQYDETrCy5yjjNrvo-K9FMVeayS82gsMQ.jpeg" />Remember to click the **SAVE** button to save changes.<img src="https://mintcdn.com/rdrive/c88nBjkJUIQI3pkj/images/kb/103000162023/TK7Zv6k9fy8zX2yoIGFj8Gtgu0Rt49KhWA.jpeg?fit=max&auto=format&n=c88nBjkJUIQI3pkj&q=85&s=96cb03d149f4e3d19a65dcdf06a1683e" alt="Set up a Report configuration" width="1024" height="768" data-path="images/kb/103000162023/TK7Zv6k9fy8zX2yoIGFj8Gtgu0Rt49KhWA.jpeg" />

***

### Set up completed.

***

#### Let's check how it works at the Project level.

#### Click **Download** to open a download dialog.

#### <img src="https://mintcdn.com/rdrive/c88nBjkJUIQI3pkj/images/kb/103000162023/MgQ2fr0lJhpya8hDep_xPl6ZwBmxXepIJA.jpeg?fit=max&auto=format&n=c88nBjkJUIQI3pkj&q=85&s=68716b44bbb86c2a4269932b7aa5d65d" alt="Set up a Report configuration" width="1024" height="768" data-path="images/kb/103000162023/MgQ2fr0lJhpya8hDep_xPl6ZwBmxXepIJA.jpeg" /><img src="https://mintcdn.com/rdrive/KTEN-a5UFMxblQII/images/kb/103000162023/lIWYgPG8KXHa7YV2-2O9EKBquq0oJLocNw.jpeg?fit=max&auto=format&n=KTEN-a5UFMxblQII&q=85&s=15fd318c4e505950e179b7973f08f369" alt="Set up a Report configuration" width="1024" height="768" data-path="images/kb/103000162023/lIWYgPG8KXHa7YV2-2O9EKBquq0oJLocNw.jpeg" />Check the **"Use report configuration template**" option.

If not checked, it will automatically select the default template.<img src="https://mintcdn.com/rdrive/c88nBjkJUIQI3pkj/images/kb/103000162023/6qVT21qYVAo44eAGo91vntulZHbORPQ-kw.jpeg?fit=max&auto=format&n=c88nBjkJUIQI3pkj&q=85&s=82504df1fed59948a6cae9c12c17be9d" alt="Set up a Report configuration" width="1024" height="768" data-path="images/kb/103000162023/6qVT21qYVAo44eAGo91vntulZHbORPQ-kw.jpeg" /> 

#### The paired report configuration template has been selected. To download the template, please click on the **DOWNLOAD** button.

Once the download is finished, you will have a report with a layout that matches the example provided above, featuring "Photo only".

<img src="https://mintcdn.com/rdrive/c88nBjkJUIQI3pkj/images/kb/103000162023/NjPKNnGJ1-Eu9ET2w8rOti-BZKUjpeXQmg.jpeg?fit=max&auto=format&n=c88nBjkJUIQI3pkj&q=85&s=2bfe1453d0fc5664ab65af2132421109" alt="Set up a Report configuration" width="1024" height="768" data-path="images/kb/103000162023/NjPKNnGJ1-Eu9ET2w8rOti-BZKUjpeXQmg.jpeg" /> Alternatively, you can manually select a different template from the available options.<img src="https://mintcdn.com/rdrive/KTEN-a5UFMxblQII/images/kb/103000162023/olbfqzfcbYE6o6qHVc41inEf_9jmivMJcg.jpeg?fit=max&auto=format&n=KTEN-a5UFMxblQII&q=85&s=359a237a9b19465727e06e2aaee7cb33" alt="Set up a Report configuration" width="1024" height="768" data-path="images/kb/103000162023/olbfqzfcbYE6o6qHVc41inEf_9jmivMJcg.jpeg" /> or you can click on the **ADVANCED** button to review and modify the download options.<img src="https://mintcdn.com/rdrive/c88nBjkJUIQI3pkj/images/kb/103000162023/OFc67C3dlIK2fStWNH5XM_Ciq2oY6eP9vQ.jpeg?fit=max&auto=format&n=c88nBjkJUIQI3pkj&q=85&s=6347ae93b400e17fb1b6c13cf1346950" alt="Set up a Report configuration" width="1024" height="768" data-path="images/kb/103000162023/OFc67C3dlIK2fStWNH5XM_Ciq2oY6eP9vQ.jpeg" /><img src="https://mintcdn.com/rdrive/KTEN-a5UFMxblQII/images/kb/103000162023/iV5rXraPvl6GlIp29uqwiGx3x-S1MU40eg.jpeg?fit=max&auto=format&n=KTEN-a5UFMxblQII&q=85&s=0d312fc08e5206f84acce853b9f54004" alt="Set up a Report configuration" width="1024" height="768" data-path="images/kb/103000162023/iV5rXraPvl6GlIp29uqwiGx3x-S1MU40eg.jpeg" />

Done.

Additionally, it is possible to work with the [Report cover](https://docs.rdrive.io/setup/company/cover-templates/create-a-report-cover-template). Let's check it out to learn more about its functionality. :)
