From one of the 
Home page tabs, select the check box for the report you want to edit, as shown here:
Use the Report Data and Filters tabs to arrange your report data in the best manner for your business needs. The fields on the Column Properties tab are view-only.
When creating a new report, the system automatically displays the Report Data page.
To define the report structure:
From one of the Home page tabs, select the check box for the report you want to edit, as shown here:
.
From the Actions menu, select Edit. You can also click the name of the report without selecting the check box to display the report in edit mode.
Note: You cannot select more than one report to edit at one time. The system displays an error message if you have more than one report selected.
Locate data to add to the report by using the Search field.
Modify the report data layout, as needed.
Use the Icons on the menu bar to complete the report:
Run - Runs the report immediately.
Schedule - Takes you to the Schedule page to set up when you want the report to run.
Save - Saves your changes to the template.
Copy - Copies the template as-is to another report.
Help - Launches the online help.
Cancel - Cancels your changes. If its a new report, the system cancels the report completely.
See Also: