Saving Changes to the Report Template

Once you have made all the modifications to the report template, you're ready to save your changes.  To save your changes:

1. Select File > Close, OR use the shortcut key: CTRL+F4.
2. Click Yes on the Save Changes dialog box.
3. The Saving Modifications window will open next:

• If you modified a default report, you have the following options:

1. Saving your changed report as the default report.  To do so click the Save as Default button.  Next, you'll be given the option to replace the original default report or save the old report first.  Select your desired option.
2. Creating an additional report.  To do so, enter a title in the Report Title field, then click Done.

• If you modified an additional report, the report will already be titled. You have the following options:

1. Save the changes to the report by clicking the Done button.
2. Create a new additional report.  To do so, change the title report, then click the Done button (this will save the report as a new additional report with the title you enter--it will not make changes to the additional report you modified).
3. Save the report as your default report by clicking the Save as Default button (see above).

Note

• When modifying or creating reports, write a short description about the changes in the Report Notes field.  Writing notes reminds you what a report does (and lets others know too).