Changes

Reports

591 bytes added, 15:45, 3 July 2019

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:: [[File:Editing reports.png|800px|border]]

The '''Builder Type '''will no longer be modifiable once you have saved your new report. Furthermore, the main report information will now include the '''Created By, Last Modified, '''and '''Last Modified By '''auto-populated fields. 

 

To the right of the page will be the [[Notes Overview|Notes]] tab that allows you to make new notes or see any existing notes that have been made on your report. 

You will also be able to see the following new buttons at the bottom of the page: '''Save, Save As, Delete, '''and '''Preview. '''

* If you have not yet selected any table(s) nor fields from tables in your '''Report Builder, '''you will not be able to see a preview of the report.

* The '''Save As '''button will enable a pop-up to appear that prompts you to enter the new name of your report, making a copy of this report under a new name. 

To ===Copying a Report===* The '''Save As '''button at the right bottom of the '''General Settings '''page when editing any individual report will be the [[Notes Overview|Notes]] tab enable a pop-up to appear that allows prompts you to make enter the new notes or see any existing notes that have been made on name of your report. Once you insert a name and click '''OK, '''the system will make a copy of this report under the new name, and the list of reports accessed from '''Tools > Reports '''will be updated with this new copy. 

<pre style="white-space: -o-pre-wrap; word-wrap: break-word;">When a report is copied, the configurations made in the Report Builder and on the Advanced, Security, File Export, Custom Export and Report Template tabs will be copied over to the new report. Sub-Report settings and Charts will not, however, be copied.</pre>

===Report Tabs===

If you selected '''Classic Builder Type '''for this report, the following tabs will appear after the '''General '''settings tab. 

<pre> Any reports that have been deleted for over one year will be automatically purged. </pre>

 

=Configuration - Advanced=

==Advanced Settings of Reports==

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Emmy Fu

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