Modifying an Existing Template
When you modify a template, the application overwrites the old version of the template with the new version.
- Select Reports > Periodic Reports > <Report Type>.
- When the system opens the page for the report type you selected:
- Locate the report and click the row to highlight it.
- Click Modify.
- When the application opens the report dialog box, click the Templates tab.
- When the system opens the Templates tab, select the appropriate row you wish to overwrite and click Modify.
- When the system opens the Attachment message dialog box, choose one of the following:
- Click Yes to continue modifying the template.
- Click No to abort the modify operation.
- 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.
Parent topic: Using Templates