Configure the reporting environment

You have to configure the reporting environment before you can generate reports in workspace [Reporting].

1. You have to enable accounting if you want to collect payment information in your reports.

   • Go to: [Configuration] - [Accounting and reporting] - [Accounting] - [Accounting workflow].

2. You can generate and email the reports automatically.

   • Go to: [Configuration] - [Accounting and reporting] - [Reporting] - [Email accounting reports automatically].

3. You can select which reports you want to generate automatically.

   • Go to: [Configuration] - [Accounting and reporting] - [Reporting] - [Accounting reports].

   Dialog [Accounting reports] in workspace [Configuration] displays the report filenames (*.rpt). Workspace [Reporting] displays the report titles. When you create a new report, it is recommended that you use a similar report title and report filename. In this way, it is easier to identify the report between the two workspaces.

4. You have to configure the location to store the reports that are generated in workspace [Reporting].

   • Go to: [Configuration] - [Accounting and reporting] - [Reporting] - [Reports folder].