Renaming custom reports

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lxnow

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Jul 29, 2013, 12:30:15 AM7/29/13
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So I figured out you can save custom reports for some types of reports by:

1) Setting standard report to "NO"
2) Making edits to the Query
3) Click Save

The report is under Custom Reports, below the regular Reports section.

But how do you rename the report? It just takes on the same report as what is was based on.

Anand Doshi

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Jul 29, 2013, 2:05:13 AM7/29/13
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Hi Laurence,

You should COPY the standard report, change standard = No, edit query, click save. You will be asked for a new name.

Thanks,
Anand.

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Laurence Cua

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Jul 29, 2013, 2:08:35 AM7/29/13
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Thanks Anand.  Suggest hardcoding that instruction at the footer of each report page.


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Laurence Cua
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