---
title: "Configuring the Reporting Tool App"
slug: "configuring-the-reporting-tool-app-1"
updated: 2026-04-27T12:51:22Z
published: 2026-04-30T10:00:01Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.encodify.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Configuring the Reporting Tool App

## Access Control

---

The Reporting Tool respects the following conditions:

- **No Feature Flags:** Configuration is **not** governed by any system property or feature flag. The legacy `enableReportingToolForSites` property has been removed; the app is always available in the Apps Library.
- **Administrator Exclusivity:** Access to configure the Reporting Tool is strictly limited to **Site and System Administrators**.

## Migration Logic

---

To ensure a smooth transition from the legacy "Add-on" to the Apps Framework, the following logic is applied:

- **Inclusive Migration:** Configurations are migrated even if the legacy system property was disabled or the tool was hidden.
- **Data Validation Rules:**
  - **Misconfigurations:** All missing or invalid **required fields** (e.g., links to deleted modules) will lead to the migration being ignored; in these cases, the **app will not be created**.
  - **Missing Optional Fields:** These are ignored during the process, and the app configuration will still be successfully created.
- **Defaulting:** All migrated configurations will have the download button label set to **"Download Report"** by default.

## Technical Specifications & Constraints

---

The reporting tool can be enabled, and basic setup can be performed within the **Apps Library** (`Sidebar → Configuration → Apps Library`):

### Template Module Mapping

| Setting | Description |
| --- | --- |
| **Active/Inactive Toggle** | Enables or disables the Reporting Tool App and all associated functionality. When disabled, all related permissions are suspended |
| **Report Template Module** | Dropdown list to select the reporting module. The report module can be of the Module type only, so when clicking the Module containing templates dropdown field, you will see the list of all the active modules of the Module type available on the site. |
| **Report Setup Field** | The field of the type File field that will contain the .xml files with the report setup. - **Constraint:** Only file fields with a **limit of 1** can be selected. |
| **Sort Exports By** | Define **Export Sort Order:** - **By Field Definition** - order of fields in the exported report will follow field definition order - **By Template (Default)** - order of fields in the exported report will follow the order saved in the XML template storing the report configuration |
| **XLS Template Field** (Optional) | The field of the type File field that will contain `.xls` template, uploaded by the user. - **Constraint:** Only file fields with a **limit of 1** can be selected. |
| **XLSX Template Field** (Optional) | The field of the type File field that will contain`.xlsx` template, uploaded by the user. - **Constraint:** Only file fields with a **limit of 1** can be selected. |

![Configuration settings for report templates and Excel template fields in a reporting tool.](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Screenshot 2026-02-05 152000.png)

### Report Module Mapping

| Setting | Description |
| --- | --- |
| **Save Generated Report** | A toggle that, when enabled, allows configuring the generated report to a specific module. |
| **Generated Reports Module** | Available when "Save..." is enabled. Specifies the target module where the generated reports will be stored. |
| **Report Field** | Available when "Save..." is enabled. The specific file field within the target module where the report is saved. **Must have limit = 1.** |

![Configuration settings for the reporting tool, including generated report options and fields.](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Screenshot 2026-02-05 152024.png)