Report Designer Toolbar

Edit Report

Edit an existing report using either design data or live data. Using design data will populate the report with dummy information. Using live data will populate the report with data from the currently open object (related to that report), ie. a quote should be open when editing the Quote report.

System reports should never be modified – make a copy of the existing system report and make changes to that copy. This ensures that reports don't become broken during upgrades. A warning will pop to screen that system reports cannot be edited.

Delete

Delete report. System reports cannot be deleted. They can be made inactive by right clicking on the report and selecting Properties. Here they can be deactivated and the sort order can be changed to move them down the list. It is strongly advised not to make any other changes in the Properties area.

Export

Export all or any reports to an external location.

Import

Import reports from an external location.

Export All Custom Reports

Export all reports that aren't system reports.

New

Create a new report. This report will need a new ScriptName by entering the new name within the field.

Copy from Existing

Create a new report by copying an existing report and using a new name. This will show the same ScriptName and the wording (copy) after the name, until it is changed.

Properties

Displays properties for the selected report. Also allows for deactivating reports no longer required for use.

Save

Save report.

Delete

Delete report. System reports cannot be deleted.

Export

Export all or any reports to an external location.

Export All Custom Reports

Export all reports that aren't system reports.