Edit a report template

You can change any aspect of a saved report template.

Steps

1. Click  Report on the toolbar to open the Reporting tool.

2. On the Report Template tab, select your template from the Recent tab, Standard tab, or My Favourites tab or click More Templates to open it from Portfolio.

3. On the Edit Report Template tab, edit the settings:

   • Click Selected Fields to change the fields.

   • Click Sort Report to change sorting.

   • Click Formatting Options to change the style.

   • Add saved lists or saved searches.

   • Change the report type or field orientation.

4. Click Save Template.

5. In Portfolio, give your modified template a name and click OK. If you'd like to overwrite the previous version of the template, keep the same name.

Edit the layout of a Word Merge report template

To edit the layout or style of a Word Merge report or insert a new field, you need to edit the layout document.

You can either edit the document directly (by opening the template in Word and saving it) or you can use Vernon CMS to modify the Word Merge report.

1. Complete steps 1-3 from the above instructions. If you want to add fields to your report, select these new fields now.

2. Click Formatting Options.

3. Tick Modify Layout Document and click OK.
   

4. Go to the Run Report tab and click Screen.

5. The layout document will open in Word and you can edit it.

6. If you are inserting new fields, click on the Mailings tab, then click Insert Merge Field and select the new field.

7. Save your layout document in the same location as a Word Macro-Enabled Template (.dotm).