Editing Reports

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    Select the report for editing, and click Edit.  The edited report is opened:


    Note:  Upon opening a grouped report for editing, the groups are contracted. (See Grouping)

    Task Bar Actions


    Used to create a new report via the wizard.


    Used to perform either a Save or Save As.

    Export to Excel

    Used to export the report into excel

    Auto Refresh

    By default the Auto Refresh is active. (represented by)

    When adding additional fields to the report, the report automatically displays the values where the Auto Refresh option is enabled.

    Where the Auto Refresh option is not enabled (represented by) click Run after adding any additional fields.

    Show Query

    Displays the SQL query generated to build the report.  This is read only, but can be copied when required.

    Clear fields

    This removes ALL selected from the report.


    Closes the open report.

    TIP:  Where items within a report have been amended, the Run option turns orange to advise you that this option is required to be performed to refresh the data.  (see Data Refresh)

    Unrelated Data warning messageEdit section

    When editing a report, you may select fields that are from different report categories and are not related to each other.  The following warning message is returned to advise you that the report contains unrelated data.


    Find Option

    When in edit mode, you are able to use the Find option to search data within a grid report.  From the Common area within the Tasks tab (Ribbon mode only) click the Find icon.


    Once selected, a search box is available within the grid.   


    The contents are filtered to return all data containing the entered value.  see example below.


    Click Close within search to remove the find option.

    Note: In Classic mode, use the CTRL and F keys to perform a search.