Electronic Reporting

Electronic Reporting

Setting up Minteo Electronic Reporting

To import the electronic reporting configuration, you must first ensure that an active configuration provider is set up.

Open the Electronic Reporting Workspace

Navigate to the Electronic Reporting workspace and select Configuration Providers. If necessary, create a new configuration provider by clicking New.

electronic-reporting-configuration-provider-table

Configuration Provider

Activate the Configuration Provider

After creating the provider, return to the workspace and set it as active by clicking the button next to the provider name.

electronic-reporting-localization-configurations

Import Configuration

Import the Electronic Reporting Configuration

Once the configuration provider is active, you are ready to import the reporting configuration. To do so, open Reporting Configurations and select Load from XML file under the Exchange section.

electronic-reporting-load-from-xml-file

Import XML Files

Import the XML files you received, starting with the model file followed by the format file. Once the files are successfully imported, your configuration should resemble the following structure:

electronic-reporting-minteo-auth-model

(The final configuration may vary depending on the setup)