Skip to main content

Create, edit and manage reports

Bally
  • Updated

The Manage Report Designs dialog allows you to create and modify your own report designs. These reports will be stored as user reports.

  1. Click on the Reports toolbar.

  1. In the Manage Report Design dialog:

Create a new blank report

  1. Click New.

  2. Enter a name for the report then click OK.

    Report Designer launches with the new report opened.  See the Report Designer help to edit the report.

Create a new report based on an existing one

  1. Click New Based On.

  2. The Browse for File dialog opens.

    Select the report in the Standard Reports directory.  If you would like to browse to the User Reports they can be found under:
    My Documents\CAP\UserReports.

  3. Enter a name for the report then click OK.

    Report Designer launches with the new report opened.  See the Report Designer help to edit the report.

Edit a report

Select the report then click Edit.

Report Designer launches with the new report opened.  See the Report Designer help to edit the report.

 

Rename a report

Select the report then click Rename.

 

Delete a report

Select the report then click Delete.

 

Apply a report design to the current one

Select the report then click Apply.

 

Set a report as default

Select the report then click Set Default.

Notice that the selected report is now in bold.

 

Reset the default report

Click Clear Default.

Related articles