Edit a report template

You can change any aspect of a saved report template.

Steps

Note: To edit the layout or style of a Word Merge report or insert a new field, see Edit a Word Merge report template.

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.