How to set up business information and report output

Administration › Standards › Business Information holds the details that appear on reports and controls how finished reports are delivered. It is arranged in tabs.

Business details

Your company address and logo — these appear on generated reports.

Report Template

1. Download Template gives you the current Word template.

2. Edit it (headers, footers, styling — keep the merge fields), then Upload Template a .doc / .docx file and click Upload.

   

SFTP Configuration

Add one or more SFTP targets (Host, Username, Password, Folder, Next Date) so results and reports can be pushed to a client system on a schedule — see Batch results.

Other tabs

• FactoryLab Settings — the credentials that link BRS to your remote-sensor account (see Remote sensors).
• Options — for example Auto re-extract no access tasks, which re-issues a task automatically when a visit could not get access.