Custom reports can be edited. For Template reports, you can view the report details, but you cannot edit them.
To access the report details of a Template report, select the vertical ellipsis , and click Details or click on the report name.The Report Details window appears with all the information releated to the report. For a Custom report, click Edit.The Edit Report window opens.
Report Details
Provides the basic information in the General tab, and conditions, path related information in the Selection Criteria tab.
General: Displays the following field informartion:
- Report - The report name. This field can be edited in a Custom report.
- Type - The report type (Custom or Template).
- Description - The report description. This field can be edited in a Custom report.
- Category - The category of the report.
- Type of data - The type of data in the report.
- Data source - The data source of the report.
- Output type - The output type of the report.
- Destination - The destination to which the report results are sent. To edit this field in a Custom report:
- Click the Edit icon to open the Change Destination dialog.
- Select the destination and click Select.
- Last run result - The result of the last run of the report. For failed runs, the reason for the failure is also displayed.
- Last run job ID - The job ID of the last run of the report.
- Last run - The date and time of the last run of the report.
- Last run by - The name of the user who ran the last run of the report.
- Last updated - The date and time when the report was last updated.
- Last updated by - The name of the user who last updated the report.
Selection Criteria: Displays the following field information:
- Conditions - The conditions entered at the field level to refine the selection of journal entries more precisely.
- Objects and Path Names - The category of the report, the operation code and the object or path name.
- Fields Shown in Report Result - The list of fields displayed in the report results.