How make a permanent customisation to a report

Overview

If you find that you keep customising a report a certain way then you can save that customisation by updating the report template

Procedure

Preparation

Before making changes to the report template we suggest that you create a copy of the

1. Click Save in Excel
2. Choose Save as
3. Give it a different name. We suggest adding your company name to the front of the existing name
4. Save in the same System folder

Edit the Report Template

1. Expand the Report
   1. Click the green cross in the tool bar
2. Make changes to the report template
   1. Edit formulas
   2. Show and Hide columns using the
3. Click the Excel Save button.
4. In the Save Form click Update

Notes

• Clicking update will save the template so that the next time you open it will start with the layout chosen

• If you want to change or lock or hide some of the filters in the Customise form then contact us for assistance

• If you want to keep the original layout of the report copy the sheet in the workbook and modify one before updating

• During the update process, a back up of the workbook is taken so if you make a mistake its possible to restored back to the original