The Meeting Referral Notice report produces all actions taken during the meeting, including those referred to another body. The report contains all the necessary information for the referral, including any notes created for that minutes item. To run the report, select a minutes record the Minutes module, then click the Reports menu and select Meeting Referral Notice.
From the left menu, click Report Design>Meeting Minutes, then click Meeting Referral Notice. The General screen is displayed.
(Optional) Make the appropriate changes to these fields, then click Save:
Item
Description
Report Display Name
Change the report display name if necessary. This name appears at the top of the report.
Report Description
Change the report description if necessary. This description appears on the Settings screen for the report when you select it in the Minutes module.
Click the Settings tab. The following figure illustrates the Settings screen:
Make the appropriate changes to one or more of the following fields:
Item
Description
Minutes Notice Header
Enter or change the text that appears at the top of the report.
Minutes Notice Footer
Enter or change the text that appears at the bottom of the report.
