Edit Report Templates

About this task

To edit a custom report template:

Procedure

  1. Open the Apps view and beside the published app whose template you want to edit, select More > Templates.
  2. Beside the template that you want to edit, select Edit.
  3. In the Edit Template dialog box, update the name, selected form, or app fields.
  4. Select Save.

Results

Your changes to the report template are saved and the next time you run the report, this template will apply.