Edit Report
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Edit Report enables you to edit an existing report.  To edit a report, from Mfg Orders Job Grid Perform the following tasks:


  1. Select the category of the report you want to edit
  2. Select the report you want to edit
  3. Click on the Edit Report button 


The following window appears with the name of the report you are editing (in this example, we are going to edit the "Jobs and Operations" report).  You can edit two parts to the report; the report header (as in the example below) and the report itself using the DMS Report Designer:



To edit a report, enter the following information:

 

  1. Report Category  Select the Report Category you want the report to appear in.
  2. Report name  Enter the report name as you want it to appear in the drop down menu of reports.  The new report name does not change the report filename.
  3. Report filename  DMS will display the current report filename which cannot be changed.
  4. Report Type  The edit enables you to change the the Report Type.  Caution should be used if you change the report type as the report may not work as expected. 
  5. Default sort  Enter the default sort using the drop down menu.  The type of sort available depends on the DMS Report Type.
  6. Edit Password  If you want to setup a password that is required in order to edit the report, enter a password.  Otherwise, leave this field blank.
  7. Restrict access to  You can restrict which user groups are allowed to view/print this report by using the drop down menu and selecting the user groups who are allowed view/print access.  If anyone can access this report, do not select any user groups.
  8. Report notes  You can optionally enter any notes about this report.
  9. Click the Save button to save the report, or click the Cancel button to blank out all your entries and start the edit again.  
  10. To customize the report itself, select the Customize Report button and the DMS Report Designer appears enabling you to edit the report.