Configure Reports on a Case Template

The Reports panel allows you to choose which reports will be accessible to download from the public site on the case's Summary page.

PREREQUISITES: The Business Case security function and its associated sub-functions must be selected for the security role you belong to. See Security Roles for more information. To use ActiveReports on a case template, the PermitId parameter must be set on the report.

1. From the home page, click PLL and click Case Templates.
2. On the Case Templates panel, select a template.
3. Use the Reports drop-down list to add or remove reports.

NOTE: Admin automatically saves the changes you make. A notification pops up at the bottom to verify changes have been saved.