Difference between revisions of "Duplicating Standard Reports for Custom Use"

From High5Wiki
Jump to navigation Jump to search
(Created page with "'''How to Duplicate Standard Reports for Custom Use''' * Go to the ‘Report Center> Customize Reports’ * File:1 Image(1).png * Retrieve the r...")
 
Line 1: Line 1:
−
'''How to Duplicate Standard Reports for Custom Use'''
+
If you are duplicating a standard report, it is important to follow these steps because you will need to create a new report file.
 +
#      Go to '''Reports''' module > '''Customize Reports'''.
 +
#      Click '''Search''' > '''Search Standard Reports'''.
 +
#      Search for '''Standard Order Ticket''' – '''Order Items''' and select.
 +
#      Click '''Duplicate Report'''.
 +
#      Enter a new name in the '''Short Name''' and '''Title''' fields.
 +
#      Click '''Report Designer'''.
 +
#        Click '''Files''' > '''Save As'''.
 +
#      In the Save As window, enter a new file name in the File name field. At the end of the name, type .rtm.
  
−
*          Go to the ‘Report Center> Customize Reports’
+
[[File:RenameFileName.jpg]]
  
−
*          [[File:1 Image(1).png]]
+
<br>9.    Click '''Save'''.
 +
<br>10.  Close the '''Report Builder''' window.
 +
<br>11.    Click [[File:BrowseForFile.jpg]] next to the Filename field
  
−
*          Retrieve the report you want to duplicate from ‘Search Standard’.
+
[[File:BrowseForSavedFile.jpg]]
  
−
*          [[File:2 Image(1).png]]
 
  
−
*          After the report loads click on the ‘Duplicate Report’ button.
+
<br>12.    In the Open window that opens, select the file you saved in step 8 above. Click '''Open'''.
  
−
*          [[File:3 Image(1).png]]
+
[[File:SelectSavedFile.jpg]]
  
−
*          SME will auto fill the fields with the word ‘Custom’ and ‘Copy of’. At this time it is recommended that you rename the report to a name unique for your company or use.
+
<br>13.   Click '''Save'''.
−
 
 
−
*          [[File:4 Image(1).png]]
 
−
 
 
−
*          Similar to this:
 
−
 
 
−
*          [[File:5 Image(1).png]]
 
−
 
 
−
*          Save the report.
 
−
 
 
−
*          Click on the ‘Open Report Designer’ button.
 
−
 
 
−
*          [[File:6 Image(1).png]]       
 
−
 
 
−
*          When the report designer opens click on ‘File> Save As’ and rename the report.
 
−
 
 
−
*          Note: It is recommended that you add a prefix or suffix to the current report name as this will enable High5 support to readily assist with troubleshooting should an issue arise.
 
−
 
 
−
*          [[File:88 Image(1).png]]
 
−
 
 
−
*          Click ‘Save’ and close the report designer.
 
−
 
 
−
*          Click on the browse ellipsis to the right of the ‘Filename’ field and select the file you saved in the step above.:
 
−
 
 
−
*          [[File:7 Image(3).png]]
 
−
 
 
−
*          Click on Open:
 
−
 
 
−
*          [[File:8 Image(2).png]]
 
−
 
 
−
*          Click on Save and the custom report will now be unique and ready for further editing.
 
−
 
 
−
*          [[File:9 Image(1).png]]
 

Revision as of 21:53, 8 June 2013

If you are duplicating a standard report, it is important to follow these steps because you will need to create a new report file.

  1. Go to Reports module > Customize Reports.
  2. Click Search > Search Standard Reports.
  3. Search for Standard Order Ticket – Order Items and select.
  4. Click Duplicate Report.
  5. Enter a new name in the Short Name and Title fields.
  6. Click Report Designer.
  7. Click Files > Save As.
  8. In the Save As window, enter a new file name in the File name field. At the end of the name, type .rtm.

RenameFileName.jpg


9. Click Save.
10. Close the Report Builder window.
11. Click BrowseForFile.jpg next to the Filename field

BrowseForSavedFile.jpg



12. In the Open window that opens, select the file you saved in step 8 above. Click Open.

SelectSavedFile.jpg


13. Click Save.

Retrieved from "https://www.high5software.com//mediawiki/index.php?title=Duplicating_Standard_Reports_for_Custom_Use&oldid=4100"