Report Management Settings in the CSSI Portal (Admin Tutorial)

In this admin tutorial, you’ll learn how to manage Report Management Settings in the CSSI Portal. This section includes key firm-wide controls that impact reporting behavior and packaged outputs.
This video covers:
- Default Parameters
- Report Disclaimers
- Packager PDF Uploads
For a deeper walkthrough on changing default report parameters, watch this video:
👉 https://youtu.be/oQiWDUcnpm8
To learn how to upload and use PDFs within Packager, watch this tutorial:
👉 https://youtu.be/8ihY_sKiDnY
This walkthrough is designed for administrators managing reporting configuration and compliance settings within the CSSI Portal.

Видео Report Management Settings in the CSSI Portal (Admin Tutorial) канала CSSI Solutions