Report Settings

Report Settings, located in Site Administration on your ShareVision site, allow you to customize the following on your reports:

1. The organization name

2. The time zone for the date and time stamp

3. The logo

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Before updating the Report Settings on your ShareVision site, you will need to

• Login with ShareVision Administrator permissions 

• Have a logo file (.jpeg, .png, etc.) 

1. Login to ShareVision with a user account that has Site Administrator permissions. 

2. Select the gear in the upper right hand corner and then select Site Administration:
   

3. When prompted, enter your ShareVision Administrator username and password and select Sign In.
   

4. In Site Administration, select Report Settings in the ShareVision Settings section:                                                                            

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1. To modify the information that will be displayed on reports, select the three dots next to the Agency Name:

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2. On the menu that is displayed, select Edit Item:

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3. You can now update the Agency Name and select the TimeZone

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4. To update the logo, you can:

   1. Remove the logo from all reports by selecting Delete

   2. Update the logo with a new logo by selecting Upload New and then you will need to select the Choose File button to browse to the logo file and select it 

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5. Select Save
   
   

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6. When you run reports on your site, they will now display the details you entered in Report Settings.