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Add an Organization Name, Address & Logo to Reports

If you would like an organization’s name, address, and logo to appear on the cover page of your Perspective reports, you can add an organization to your General Settings or to a specific workgroup. Adding organization information to a specific workgroup will override any organization information saved in General Settings.

 

Add Organization Information at a Global Level

Note: To add a previously saved Organization record to your reports, skip steps 1 to 11 and follow steps 12 to 15.

  1. Log into Perspective as a user within administrative rights.

  2. Click Data Forms > Organizations > Add.

  3. Enter the organization’s name in the Organization Name field.

  4. Optional: Click the  icon to add a company logo.

  5. Click the Contacts tab.

  6. Click Add New.

  7. Select the address type from the Type drop-down menu.

  8. Select the Primary Address? checkbox.

  9. Enter the organization’s address information in the remainder of the fields.

  10. Click OK.

  11. Click Save to save the Organization record.

  12. Click Administration > General Settings > General.

  13. Click the icon in the Organization field.

  14. Enter search criteria in the filter text box or single-click the filter text box and press Enter on your keyboard to display all saved Organization records.

  15. Single-click the organization you want to add.

  16. Click Select.

  17. Click Save in the General settings

  18. Log off Perspective and log back on to complete your changes. 

Add an Organization at the Workgroup Level

Adding an organization at the Workgroup level will override an organization saved in your General Settings.

Note: To add a previously saved Organization record to your reports, skip steps 1 to 11 and follow steps 12 to 15.

  1. Log into Perspective as a user within administrative rights.

  2. Click Data Forms > Organizations > Add.

  3. Enter the organization’s name in the Organization Name field.

  4. Optional: Click the icon to add a company logo.

  5. Click the Contacts tab.

  6. Click Add New.

  7. Select the address type from the Type drop-down menu.

  8. Select the Primary Address? checkbox.

  9. Enter the organization’s address information in the remainder of the fields.

  10. Click OK.

  11. Click Save to save the Organization record.

  12. Click Administration > Administration > Workgroups.

  13. Single-click a workgroup to select it.

  14. Click Edit.

  15. Click the icon in the Organization field.

  16. Enter search criteria in the filter text box to find the record or single-click the filter text box and press Enter on your keyboard to display all the saved Organization records.

  17. Single-click the organization you want to add.

  18. Click Select.

  19. Click Save in the Workgroups pane.

  20. Log off Perspective and log back on to complete your changes.

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