Modifying existing Flexible Reporting report templates

To modify an existing Flexible Reporting report template
  1. Click File > Open.

    The Reports List window opens, giving you access to all personal and shared Flexible Reporting reports.

  2. Select the report you want to modify.
  3. Click Open.
    Note:
    • If ‘Do not show this dialog box again’ was selected on the Welcome to Flexible Reporting dialog box, the report will open to whichever tab, Design or Preview, was open last.
    • Shared reports that have no owner will prompt you to optionally take ownership of the report when opened.
  4. Modify the report.

    See "Designing reports".

  5. Click File > Save to save the changes to the report template.

    Click File > Save As to save the report as a new template.

  6. If you want to run the report, click the Preview tab.
Parent topic: Using Flexible Reporting
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