# Reports Settings

_Applications › Configuration_

![Reports Settings](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/b967d8d58b58072a1be0d55c5cf8e697.png)
*Reports Settings*

## Overview

Reports Settings is a configuration record used to maintain report-related settings within the application. Use it when you need to create or update a Reports Settings record and retain any supporting file as an attachment. This feature is available to users who work with application configuration and reporting.

> **Note:** Save changes before leaving the record to ensure that they are retained.

## Workflow

1. Open **Configuration Reports** from the application navigation and open the Reports Settings configuration record.

2. Decide whether you need to add supporting material to the record.
   - To attach a file, select **Attach** and choose the required file, or drag the file to **Drop a file here**.
   - Select **Ok** after completing the attachment action.

   ![Reports Settings](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/6c7327704e2a5e6e4d5d9b4e885b4257.png)
*Reports Settings*

3. Decide how to finish the record.
   - Select **Save** to retain the record and continue working.
   - Select **Save and Close** to retain the record and return from the form.
   - Select **today** when you need to use the available date action before saving.

> **Tip:** Use **Save** when you expect to make further changes. Use **Save and Close** when the record is complete.

## Examples

A sales manager needs to retain a supporting report document with the Reports Settings record.

1. The manager opens **Configuration Reports** and accesses the Reports Settings record.
2. The manager selects **Attach** and uploads `Monthly_Sales_Report_August.pdf`, then selects **Ok**.
3. The manager selects **Save and Close** to retain the attachment and finish the update.

The supporting report is now stored with the Reports Settings record.

## Tips

> **Tip:** Use clear, business-relevant file names for attached reports, such as `Q3_Sales_Targets.pdf` or `Warehouse_Stock_Report.xlsx`.

> **Warning:** Do not leave the form after attaching a file without selecting **Save** or **Save and Close**.

## Troubleshooting

| Symptom | Likely cause | Fix |
|---|---|---|
| The attached file is not retained on the record. | The record was not saved after the attachment was added. | Select **Save** or **Save and Close** after completing the attachment action. |
| You cannot complete the attachment action. | The attachment process is still awaiting confirmation. | Select **Ok** after choosing or dropping the file. |
| You remain on the configuration form after saving. | **Save** keeps the record open for further work. | Select **Save and Close** when you want to finish and leave the form. |

## Related pages

- [Plans](doc:configuration-plans-record)
- **Serial Combinations**
- [Configuration — Learning Path](doc:workflows-configuration)
- [Configuration — Overview](doc:configuration-overview)
- [Getting Started with Configuration](doc:configuration-getting-started)
- [Departments](doc:configuration-company-departments)
- **Item Categories**
- **Reactivationreasons**
- [Dashboard Settings](doc:configuration-dashboard-settings-edit-record)
- [Default Layouts](doc:configuration-default-layouts)
- [Features](doc:configuration-features-record)
- [Home](doc:configuration-home)
- [Subscriber](doc:configuration-subscriber-edit-record)
- [Subscription Invoices](doc:configuration-subscription-invoices-edit-record)
- [Warehouse](doc:configuration-warehouse-edit-record)