Modifying an Existing Template

When you modify a template, the application overwrites the old version of the template with the new version.
  1. Select Reports > Periodic Reports > <Report Type>.
  2. When the system opens the page for the report type you selected:
    1. Locate the report and click the row to highlight it.
    2. Click Modify.
  3. When the application opens the report dialog box, click the Templates tab.
  4. When the system opens the Templates tab, select the appropriate row you wish to overwrite and click Modify.
  5. When the system opens the Attachment message dialog box, choose one of the following:
    1. Click Yes to continue modifying the template.
    2. Click No to abort the modify operation.
  6. When the system opens the Attachment dialog box, enter the attachment name in the File Attachment field and click OK.
The system uploads the new template.