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Modify a Report

Administrators can modify the information about a report, including whether it appears in the section of the Navigation tree.

To modify a report

  1. In the Navigation tree under Admin, click Reports. The Report List page appears.

Report List page

  1. Next to the report to modify, click Edit. The Report Information page appears.

Report Information page

Report Name: Name of the report.

Description: Description of the report.

Show in Menu: If selected, the system lists the report in the Reports section of the Navigation tree so that it is available to users.

Context: Context for the data in the report. Valid values are: Account, Detail, and Summary.

Category: Report category.

Report Definition File: File that defines the report. The file name extension is “.rdlc”.  Click Browse… and then click the file name.

  1. Modify the information as necessary and then click Save.

Related Topics

Administrative Tasks