Editing Duplicating Standard Reports for Custom Use
Jump to navigation
Jump to search
Warning: You are not logged in. Your IP address will be publicly visible if you make any edits. If you log in or create an account, your edits will be attributed to your username, along with other benefits.
The edit can be undone. Please check the comparison below to verify that this is what you want to do, and then save the changes below to finish undoing the edit.
Latest revision | Your text | ||
Line 1: | Line 1: | ||
− | + | '''How to Duplicate Standard Reports for Custom Use''' | |
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | + | * Go to the ‘Report Center> Customize Reports’ | |
− | + | * [[File:1 Image(1).png]] | |
− | |||
− | |||
− | + | * Retrieve the report you want to duplicate from ‘Search Standard’. | |
+ | * [[File:2 Image(1).png]] | ||
− | + | * After the report loads click on the ‘Duplicate Report’ button. | |
− | [[File: | + | * [[File:3 Image(1).png]] |
− | + | * 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. | |
+ | |||
+ | * [[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]] |