Difference between revisions of "How make a permanent customisation to a report"

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== Procedure ==
== Procedure ==
# Make changes to the way you want your report
 
# Change the columns that display in the report using the Layout button
=== 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
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