Difference between revisions of "How make a permanent customisation to a report"
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== Procedure == | == Procedure == | ||
# | === Preparation ==+ | ||
Before making changes to the report template we suggest that you create a copy of the | |||
# Click Save in Excel | |||
# Choose Save as | |||
# Give it a different name. We suggest adding your company name to the front of the existing name | |||
# Save in the same System folder | |||
===Edit the Report Template== | |||
# Make changes to the report template | |||
## Edit formulas | |||
## Show and Hide columns using the | |||
# Click the Excel Save button. | # Click the Excel Save button. | ||
# In the Save Form click Update | # In the Save Form click Update |
Revision as of 23:54, 25 May 2017
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
- Click Save in Excel
- Choose Save as
- Give it a different name. We suggest adding your company name to the front of the existing name
- Save in the same System folder
=Edit the Report Template
- Make changes to the report template
- Edit formulas
- Show and Hide columns using the
- Click the Excel Save button.
- 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