Editing Reports

InterAction gives you the tools to create reports that serve the needs of your organization, including out-of-the-box reports for you to use as is, or edit as needed.

When editing a report, you have the opportunity to change all the report settings, such as report name and description, access rights, data fields, output format, and sort order.

NOTE Reports are stored in the database. After editing a report, there is no need to distribute files or copy files to servers. Just set the security settings as needed (see Setting Up Security (Viewing Rights) for Reports).

To edit a report:

1. Choose Tools > Reports.

2. Choose Manage.

3. Select the report to edit then choose Edit. The Edit Report dialog box displays.

4. Edit the report as needed. When finished, choose OK to save the changes.