Editing and Copying Report Templates

After you create a report template, you can view and change the report template from the Report Viewer. For example, you can run a report for your customer base that includes Payment Terms and Home Branches. However, for your branch managers, you want to limit the report to just the customers in their area. Use the filters to indicate which branches you want in each report and save each report so you can run it again later.

Viewing Reports

From the Reports tab on the Home page, select the report you want to view and use the Actions > View option. The report displays along with the actions menu bar:

Use the icons shown above to Closedperform functions, such as creating a PDF or Excel version of the report or e-mailing the report to another user.

Icon

Use to...

Delete

Remove the report from the tab's list.

Share

Add users to the report's forward list.

PDF

Create a PDF of the report data.

Excel

Create an MS Excel spreadsheet of the report data.

CSV

Create a .csv file of the report data.

Re-Run

Run the report again. Use this function if you change filter parameters and want to re-run the report immediately.

Edit Template

Display the Report Wizard so that you can make changes to the primary template and save those changes.

You can also Closedmark reports as Read or Unread. For example, you have your report e-mailed to you and have reviewed the content through a spreadsheet application. You can mark the report as read so you do not read the same report twice.

To mark a report as read or unread:

  1. Click the Reports tab.

  2. Select the check box for the report you want to mark.

  3. From the Mark As menu, select Read or Unread.

Editing Report Templates

After running reports you can edit the template to refine the report output. You can refine the current report to address changing business needs, or create smaller reports for individuals or areas of your company.

To edit a template:

  1. From the Favorites or Templates tab on the ClosedHome page, select the check box for the report template you want to edit, such as:

  1. Click the name of the report template orfrom the Actions menu, select Editto display the report in edit mode.

Note: You cannot select more than one report to edit at one time. The system displays an error message if you have more than one report selected when you use the edit option.

  1. Use the following tabs to edit the report as needed:

Tab

Available Functions

Sample Report Data

Format the report columns.

Selection Prompts

Change values for any required fields.

Run-Time Filters

Create and apply report filters.

Column Properties

Displays basic information about the columns, such as when the template was last updated.

Important: If you add a column to a report and that column has required properties, the system indicates that you need to review the Column Properties Closedtab. The system removes the indicator after you have viewed the Column Properties tab.

Copying Report Templates

You can copy a report template and then adjust the parameters, if needed.

To copy a report template:

  1. From the Favorites or Templates tab on the ClosedHome page, select the check box for the report template you want to edit, such as:

  1. From the Actions menu, select Copy to display the Copy <Report Name> page.

  2. In the New Name and New Description fields, enter information for the new report you want to create.

  3. Click Copy Template to create the new report template and display the Report Data page.

  4. Format the new report template, as needed.

  5. From the actions menu bar, click Save, then click one of the following from the menu bar:

  6. Run to run the report immediately.

  7. Schedule to adjust when the report runs.

  8. Home to return to the Home Page.

See Also:

Rearranging the Report Structure

Creating and Applying Report Filters