Copying a report template |
SE Suite allows creating templates of customized reports from the copy of existing templates. To do that, first, in the list of records on the main screen, locate and select the desired report template.
On the toolbar, click on More . Once done, confirm the request made by the system.
At this point, a copy of the selected template will be made, which will be identified by the "custom" initials in its ID #:
To edit the data of the customized template, keep it selected in the list of records and click on the toolbar button. Refer to the Configuring a report template section for a detailed description on how to fill out the fields on the template data screen. |