How to set up business information and report output

Administration › Standards › Business Information holds your company’s details for reports and how results leave BRS. Choose the Company Name at the top, then work through the tabs.

Business Information with its tabs and the company details
Business Information.

Home

The Company name and Address used on reports, and the Business Logo (choose an image and click the save button beside it). Login URL is your company’s own sign-in link — copy it to give to your users.

Report Template

  1. Download Template to get the current Word template for visit reports.

  2. Change headers, footers and styling (leave the merge fields alone), then Upload Template.

SFTP Settings

Add an SFTP connection so results can be delivered to a client’s system: SFTP Host, username, password, Remote Folder Path, Next Execution Date, Frequency (daily, weekly, monthly), Report Type (Data Dump or Results) and optional client and site filters. Once set up, Batch Extract also shows Send to SFTP.

FactoryLab Settings

The Username and Password of your remote sensor account. Check Credentials confirms they work. See Remote sensors.

Options

Auto re-extract no access tasks puts tests recorded as no access back out on a later visit automatically.