Modifying custom report templates

Use the report designer to modify custom reports that you created.

Before you begin

Depending on how your system administrator customized your system, you might not have access to this task. To obtain access to this task or to have someone complete it for you, contact your system administrator.

About this task

To modify a custom report template, complete these steps:

Procedure

  1. Click Reports > Design Report.
    The Custom Report Template page is displayed, which contains a table that lists the standard report templates. The table might consist of multiple pages.
  2. On the Custom Report Template page, click the name of the report that you want to modify.
    The General tab of the Design Report notebook is displayed.
  3. On the General tab, modify the fields as wanted, and then click the Contents tab.
    The Contents tab of the Design Report notebook is displayed.
  4. Optional: On the Contents tab, add attributes to the report column as follows:
    1. Click Add to add an attribute as a column of data in the report.
      The Report Column Details page is displayed.
    2. On the Report Column Details page, complete the fields as wanted, and then click OK.
      The new attribute is displayed in the Report Column of the attribute table that is within the Contents tab.
  5. Optional: On the Contents tab, remove attributes from the report column as follows:
    1. Select the check box next to the attribute that you want to remove.
      Selecting the check box at the top of this column selects all attributes.
    2. Click Remove.
      The table on the Contents tab is refreshed, and the attribute is removed.
  6. Click the Filter tab.
    The filter for the report template is displayed.
  7. On the Filter tab, select the row in the list box to view the filter details.
    Filters cannot be modified for out-of-box reports. Only the filters of custom-designed report can be modified.
  8. Click Preview to open a new browser window that contains a preview of the report, or click OK to save the report template.

Results

A message is displayed, indicating that you successfully updated the report template.

What to do next

To view the updated report template within the custom report table, click Return to the Report Design Page. You can also select another reporting task, or click Close.