Designing a report from an existing custom report

Procedure

  1. In the Report Editor view, click New report from existing on the toolbar.
  2. Select a report template from the list of existing reports. In the Layout pane, preview the report template.
  3. Change the report name, headers and footers, or template elements:
    1. Add a Page Header or Page Footer. Page headers and footers appear on each page.
    2. Add additional elements to the report. Select the report elements that you want from the Palette and click Insert (each element must be inserted separately).
    3. Delete elements from the report. Select the elements to remove from the template and click the Remove the selected report element toolbar button.
  4. Reorder the report elements. Select an element in the preview, and click Move the selected report element up or Move the selected report element down on the toolbar to move the report element up or down.
  5. Double-click an element in the Layout pane to edit it, or select the element and click Edit the selected report element on the toolbar.

    In the resulting dialog box, make the changes that you want. For example, to edit a text block, make changes in the Edit Text Block dialog box by modifying the label and descriptive text.

    Note: Some elements cannot be modified.