Editing a custom report by using the Edit Custom Report and Access feature

About this task

Use the Edit Custom report and Access feature to select a custom report and edit its details. You can change the name, description, and menu name, although its main use would be to add or remove group access to the report or to edit the reports SQL.

To use Edit Custom Report and Access, complete the following steps:

Procedure

  1. Select Reports.
  2. To generate a list of Custom reports Click All Reports, My Custom Reports or All Custom Reports.
    Note: A Super User can generate the All Reports list only.
  3. If you select All Reports, go to step4. If you select My Custom Reports, or All Custom Reports go to step 6
  4. Select User Custom Reports.
  5. Select Run from the Reports menu or the Actions list on the left.
  6. Select the required report from the list.
  7. Select Edit Custom Report & Access from the Actions list on the left.
  8. Change the Query name, Description, or Menu name if required.
  9. In the SQL data field, make any required changes to the SQL.
    Note: You must understand SQL for this method.
  10. Select the groups that can have access to the report.
    Note: The created report is displayed only in the Custom Reports menu of the Admin user or Super User who created the report. If groups are selected, the report is also displayed in the Custom Reports menu of any users who are members of the selected groups.
  11. Choose one of the following options.
    • To save the report and finish, click Submit.
    • To check the output of the report, go to step 12.
  12. Click Run Report.
  13. If the generated report is what you require click Submit, otherwise, complete the following steps.
    • From the Reports menu, select Save custom query.
    • Repeat from step8 until the report meets your requirements.