The following chapters demonstrate how to take an existing report, add custom modifications and save it to the user’s Entity folder. The existing reports were created with custom SQL extracts to add TFN formats, calculations and adjust for daylight savings time. For this, the Reserved Numbers Report is considered to demonstrate all the steps to customize a report. It includes how to remove a column, how to create a report for Working or Disconnect TFNs from the Reserved Numbers report, or from the data source RHDB_NAREP that the Reserved Numbers report is based on.
- Chapter 5.6.1 Edit an Existing Report
- Chapter 5.6.1.1 Open an Existing Report
- Chapter 5.6.1.2 Open the Sheet in Edit mode
- Chapter 5.6.1.3 Edit the Sheet using Filter(s)
- Chapter 5.6.1.4 Publish the Edited Report
- Chapter 5.6.2 Create a Customized Report (Workbook)
- Chapter 5.6.2.1 Connect to a Data Source
- Chapter 5.6.2.2 Customize Filter(s)
- Chapter 5.6.2.3 Rename the Sheet
- Chapter 5.6.2.4 Publish the Workbook