Customize Report File Name

This article shows you how to customize the report file name in ISN

Sydney Honda avatar
Written by Sydney Honda
Updated over a week ago

The ISN has the ability to set the report name based on a designation/template that you would create within the following ISN setting:

Navigate to: Settings -- Office Settings -- Interacting with my Clients and Agents -- Report Delivery Settings:

From there you will see the tab named Report Filename Settings, open it, and you'll see the list of variables that can be used to set the name of the report that you upload. Choose the desired options:

Once you have defined the Report Filename format, click on Save.

If you have any questions about this process please let us know! You can reach us by chat, email at, or phone at (800) 700-8112.


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