Modify a Report

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The Business Insights Reporter Wizard provides several pages with questions and options that aid you in quickly creating a new report. Additionally, you can use the wizard to create, delete, modify, or copy an existing report.

To modify a report

  1. Select Business Insights Reporter menu > Business Insights Reporter.

Note Depending on whether a report already exists, either the Business Insights Reporter selection window appears or the Welcome page for the Business Insights Reporter Wizard appears. If at least one report exists, the Business Insights Reporter selection window appears. The selection window displays any previously created reports.

  1. Select the report you want to modify and click the Modify Report button. The Modify Business Insights Reporter Wizard appears.

  2. Proceed through the wizard pages to modify the report. The existing report settings will default in the wizard pages and can be modified.

  1. Access the report using one of the following methods:

  2. If you selected the Add this report to the Custom Reports menu…check box in the Define Report Name wizard page, the new report is added to the Custom Reports menu for the selected module. Select the Custom Reports menu for the module and then click the report menu for the report you created.

    Note     You will only be able to see the modifications on the report if you selected the Regenerate the Crystal .RPT check box on the Define Report Name wizard page while using Business Insights Reporter Wizard.

  3. In the Business Insights Reporter selection window, double click the report name to launch the report window.

  4. Highlight the report name and click Proceed.

  1. To print the report, click the Print button in the report window. For more information, see Print a Report, Listing, or Form.

You have modified a custom report.