Modify a Report

How do I?

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Report options are user-definable instructions that affect the report output. The ability to modify report options is controlled by the security rights of the logged-in user. Once customized, a report can be memorized with specific settings and then run directly from your memorized report list, accessed from various places in the program.

The options available vary by report and options shown below may not be available on all report types. The Modify a Report window can also be used to revert the report to default settings.

To modify a report:

1. Open the Modify a Report window by:

- Using the C reate a Report wizard to run a new report, or

- Selecting the Prompt to modify report before running check box on the All Reports page, or

- Selecting M odify from the report toolbar of a displayed report

2. Enter a date or date range, if applicable. Learn more

3. Select from the additional options available. Select a link below for more information about each option category.

Add or Remove Columns to add/remove, set order, and specify sort options for data in columns

Filter Data to include/exclude data based on filter criteria

Change Report Appearance to change report orientation, header and footer information, page numbering, and fonts.

Report Access Level to restrict access to the report based on security groups.

Revert Select to reset all report options to their default values.

4. Select Save on each options page and then Run to display the report with your selected options.

Related Topics

Work with a displayed report