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Configuring Reports to Generate via a To-Do Item (Admin Only)

Configure reports built via the Reporting module in GEMS to generate via a To-Do Item

Updated over 3 months ago

Introduction

If an Administrator would like to create a To-Do Item that requires generating a Report, the report must be edited to include the entity type.

Please note: Only reports of the type “Reporting” need configuration; reports of the type "Assembly" can be associated with a To-Do Item with no special configuration.

To configure a report in this way first search for the Report using the Find a Report tile on the GEMS Home hub.

Once the Report is found, click using the right mouse button on the desired Report then hover over “Report” until a secondary menu appears, then click Edit.

As highlighted in the figure below, specify the entity type that is appropriate for the Report. Then click Save.

The Report is now available within the Activity Workflow Wizard and can be linked to a To-Do Item.

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