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How to set a custom report title name
How to set a custom report title name

This article will explain how to set a custom report file name which displays on the report delivery page.

Matt Wheeler avatar
Written by Matt Wheeler
Updated over a week ago

Once a report is loaded to an order, you can set a custom title which will be displayed on the report delivery page when a client/agent goes to view/download their report.

First, open your order and scroll to the bottom where you see your report file.

Once there, click --set title--

Then type in your custom report name and click save.

You'll notice the updated title on the order.

When the report is delivered now, the name will appear.

If you have any questions, feel free to open a chat from your ISN or give us a call!


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