Feedback on: EventPro User Manual - Modify Existing Reports from Report ExplorerCH15_Hard_Coded_Reports_in_Report_ExplorerChapter 15: Reports > Report Explorer > Modify Existing Reports from Report Explorer /Dear EventPro Documentation Department,
Modify Existing Reports from Report Explorer
To modify an existing hard-coded report, you cannot simply edit it. You must create a copy of the report and edit the copy.
If you select an existing hard-coded report and click Edit, you can only modify the Sort Order, Hidden and Communication Reference fields. You cannot even access the Design button.
1.
To customize an existing report, select the report you want to modify and click the Copy button to the right of the Reports column.
2.
In the left column, click on the Report Category to which you want to add the copied report and click the Paste button. You cannot paste a report into a hard-coded report category (in red font). You must place the modified report in the Custom Reports category or a category you created.
3.
The Report Item [New]window opens.
4.
The Report Name will default to Copy of [the report you copied], but you can enter a new name if you want.
5.
If applicable, select a Sub Menu from the drop-down list or type a new one. The sub menu will only apply in the category in which you created it.
6.
Enter a Description and choose a Communication Reference, if required.
7.
Select a Sort Order. This will determine the order of the reports in the category folder.
8.
If you do not want this report to appear in the Reports Menu, check the Hidden box.
9.
Click Save.
10.
The copy of the report will appear in the Report selection grid. If you want to customize the report, click the Design button to the right.
