Using the Report Edit feature, simple changes to filters and columns can be made to existing standard reports. These changes can be saved to the existing report or saved as a new report.
NOTE: You must have Modify permissions to Edit Reports and Add permissions to Save as New Report to utilize this feature.
As a best practice, always save the desired report as a New Report prior to making changes with the Report Editor. This will preserve your original standard report. Refer to Save as New Report for details.
To edit a report:
Click the Open reports icon
on the left navigation bar.
Select the report you wish to change to open the Report Details tab.
Click the More dropdown, which will contain options for Edit Report and Save as New Report. As mentioned above, changes should be made to the saved new report, keeping the original standard report intact, when possible.
NOTE: The Edit Report option is only available on existing standard reports. Master Report Templates, which allow you to create new reports by choosing from related filters, are not able to be edited with this function.
Select the Edit Report option.
The Report Edit window will display the report Name, Description, Default Sort, Sort Direction, Filters, and Columns.
Report Name/Description
Click into the Name or Description text field to edit the desired field. This information will display on the list of reports in the Reports tab and on the Report Details tab (Name only).
Default Sort/Direction
Use the Default Sort dropdown to specify how the report should be sorted. Sort options vary based on the selected report. When an option is selected, use the Sort Direction field to sort Ascending or Descending.
Filters
The editor will display the existing filters for the selected report. Filters are fields used within various areas of Neos that can be set to locate specific information.
User the drag anchor
to rearrange the list of filters that display on the Report Details tab for the current report.
Click into the Name text field to rename a filter.
Toggle the Visible check box for each filter you wish to be shown or hidden on the Report Details tab for the current report. If a filter is set to be Required, the filter cannot be hidden and will display a disabled check box
in the Visible column. When a filter is hidden, it will display in the More dropdown of a report, as shown below.
Select the Required check box if the filter must be set before the report can be run. When a filter is required, a Required filters message will display each time the report is opened/run.
Enter the Default Value if default filter content should display each time the report is opened/run.
Columns
Existing columns for the selected report are displayed on the right of the editor screen.
Click into the Label text field to change a column name on the Report Details tab for the selected report. The Name column shows the standard column name and cannot be edited.
Toggle the Show check box for each column you wish to be shown or hidden on the Report Details tab for the current report.
Hidden columns can be reinserted by clicking the three-dot menu next to any column heading on the Report Details tab of the current report.
Click the Save button to save your changes, which will be visible for all staff with permission to view reports. Click the Cancel button to abort all changes and exit the Report Edit screen. Confirm your intention by clicking Yes on the Unsaved changes message.
