| |
|
If the existing standard and custom reports do not provide the data you need, you can edit a custom or standard report that you have created from either the Standard Reports Listing or Custom Reports Listing. Editing a report involves the definition of a query and formatting settings for the report using the WebIntelligence web panel that is integrated into the Trade Services system. In addition to editing a report, you can also edit a report by copying an existing report and by saving a custom report as a standard report.
Note: Working with the web panel to create and edit reports is a complex process that requires detailed knowledge of your Trade Services database and familiarity with the WebIntelligence reporting tool.
To edit report:
Generate the report you want to edit.
The report to be edited displays in the Report page.
Press Edit Report Design. This button does not display if you did not create the report.
The New Report/Edit Report, Step 1 - Report Design page displays.
Design the report query using the web panel displayed in the page, then press Run Query in the bottom right portion of the page.
The New Report/Edit Report, Step 2 - Report Preview page displays.
After you are finished previewing the report, press Previous Step to go back and edit the report design further (return to Step 3), or press Next Step to proceed with the report editing process (proceed to Step 5).
In the New Report/Edit Report, Step 3 - Finalise Report page, define the information for the report. When selecting a report type on this page (standard or custom), keep in mind that standard reports are available to everyone in your organisation (including subsidiaries and branches), while custom reports are available only to you.
If you need to go back and preview the report or edit the report design further, press Previous Step (return to Steps 3 and 4).
If you are finished editing the report, press Save. The Standard Reports Listing or Custom Reports Listing displays, depending on the report type you assigned to the edited report.