Report Designer Basics
Steps Required to Edit an Existing Report
Steps Required to Edit an Existing Report
The following table lists 11 tasks you need to complete to edit an exiting
report in the Report Designer. If you consistently do all of these tasks for
each report you want to edit, then your reports will run properly and you
will be able to create them efficiently. The tasks are as follows:
Step
1.
Copy an Existing Report to the Designer Category
(Chapter 4)
Copy an existing report so that you start the design process
with existing report headings, data fields, queries, charts,
grids, and other report features. When you copy a report to the
Designer category, the original report remains intact and is still
located in the original report category.
You can also run a report and then select Design from the
Report menu. This takes you directly into design mode, and
you will be asked if you want to save the report (with a new
name, in the Designer category) when you exit design mode.
2.
Define a Report's Properties (Chapter 4)
Define the name that you use both to run the report and to
access the report design if you want to change the design.
Define access to determine whether other users can run the
report and copy the report's design to create their own custom
reports. Define the type as real-time, historical, or integrated.
When you copy a report to the Designer category using the
Report Manager, the Properties window automatically displays
as part of the copy process.
3.
Access the Report Designer in Design Mode (Chapter 3)
Access the Report Designer so that you can design the report.
4.
Edit the Appearance of the Report (Chapter 5) (optional)
Edit a report design using the Cut, Copy, and Paste Edit
menu options and standard Windows drag-and-drop
conventions. Editing an existing report design lets you
rearrange and delete sections of the report quickly and easily.
CentreVu Report Designer Version 8 User Guide
Action
4-13
4
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