Edit Report

• For making changes to report content and layout.

1. Highlight the report name that you want and click on Edit report.
2. A screen will open giving the data currently displayed in the report.
3. By highlighting a data line you can move across to the Sum total. Click if it is a column that you wish to have added. eg a financial column or numbers.
4. Moving on from the Sum column you can set the sort order that dictates the order that columns appear in the report by changing the number.
5. Use of the filters requires some knowledge of PSQL. Check with treshna if you wish to make these changes.
6. You can add additional columns. By clicking on Add Column a screen will open listing the data that is available as a new column. Highlight the data column required then Add. Define sort order for the columns.
7. Save column properties.
8. To remove a column first highlight the line to be removed, click on Remove Column then confirm.