View source for 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 
# 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===
# Expand the Report
## Click the green cross in the tool bar
# 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