You can edit the template of a report if you find that you need to change the format. For example, you create a master sales report and find that you want to remove two columns because you do not review it.
To edit a report template:
From the Home page, do one of the following:
From the Templates tab, click the report template you want to edit.
From the Report Viewer, from the submenu click Edit Template.
Use the following to edit the template, as needed:
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Select the column to which you want to apply a formula, then from the Edit menu, select Insert a Formula. |
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Select the column by which you want to sort, then from the Actions menu, select Sort/Toggle Sort. |
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Click Properties in the submenu, change the title. |
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change users on the forward list |
Click Properties in the submenu, deselect the Private check box, and then add users as needed. |
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Select the column to which you want to apply a chance, and move, hide, add sums or formulas, as needed to columns. |
Click Save to save your updates.