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AMENDING STANDARD REPORTS – PROPERTIES

August 10, 2010

All the standard reports that ship with SAI are locked for editing. The need to edit reports arises from the following subset of needs:

– changing the features of a particular MS Excel template and linking this template back o the report to retain those changes for the next time that report is run

– changing the properties of reports, including the fields required, filtering, adding parameters to a report, attaching add-ins and macros to a report, saving the report to a particular network location, etc.

To create an ‘unlocked’ copy of a standard report, right click a report and select copy and then right click on an existing folder to paste the report into that folder. This report is a copy of the original report and includes a copy of the original template linked to this report. The user can now make full use of the report writing capabilities of the Report Manager  to amend this report and template for the purpose of delivering the right information to the right people at the right time.

Craig Juta, SAI specialist

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