Opening a Saved Report for Editing

Last modified 08:06, 24 Apr 2017

Overview

Within the Change Report window you are able to make some changes to a saved report and/or use an existing saved report to create a new report.

Open a saved report for edit

  1. Select the reporting area and sub area containing the report you want to edit from the Task Bar.

  2. In the Reports window, click on a report to select it.

  3. Click on the Edit button to open it in the Change Report window.

  4. Click on the Show field Chooser button, Field Chooser button.
    A message will be displayed telling you that this will change the report.

  5. Click on Yes to display the Field Chooser window.
    Once the Field Chooser is available, you can add or remove fields to the report by clicking and dragging them between the report area and the Field Chooser window. You are also able to edit totals, sorts and filters.

  6. When you have made your edits, click on the Save icon, Save button to save your edits.

NOTE

Be careful to save your edited report with a new title if you want to preserve the saved report you opened for editing.
  1. In the Save Report Layout window, accept the Save as new report option and enter a new title and description for the report layout.

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