EventPro Planner Manual

Modify Existing Reports from the Reports Menu

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Modify Existing Reports from the Reports Menu

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Modify Existing Reports from the Reports Menu

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1.Select the report you want to modify from the Reports Menu.
2.In the dialog that opens, click the New button next to the Report Template field.
3.Note that you cannot click the Edit button and modify a report directly. You must first follow these steps to create a copy of a standard report and later re-design the copy.
4.In the Report Folders dialog, select the folder to which you want to add your modified report and click OK.  If you have not yet created your own report categories, your only option will be Custom Reports. You can create your own categories from the Report Explorer; see Create and Edit Report Categories in the Report Explorer above.

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5.The Confirm dialog will ask whether you want to continue with the creation of the new report.  Click Yes to continue.
6.The Report Item [New] window opens. To edit information about the report, such as the Report Name, Description, Communication Reference, Sort Order and Hidden fields, see Reports in the Report Explorer: Edit a Report above.  When you are done editing that information, click Save.
7.The EventPro Planner Report Designer opens. To use the Report Designer, see the instructions under Modify Reports in Report Designer: Report Designer Overview and below.