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AbouttheTopXDisplayOptions.html
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CUBOTMainMenu.html
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GettingStarted.html
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HowtoCustomizeaComputation.html
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HowtoCustomizeaReport.html
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HowtoDeleteaDashboard.html
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HowtoDrilldowntoExamineDatainaRe.html
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HowtoEditaReport.html
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HowtoEditaUserdefinedMeasure.html
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HowtoEditanAlert.html
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HowtoExpandorCollapseReportArea.html
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HowtoExportaDashboardandPage.html
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HowtoGenerateaDualTopxReport.html
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HowtoGetaReportSnapshot.html
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HowtoLogontoCUBOT.html
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HowtoManagePagesonaDashboard.html
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HowtoOpenaReport.html
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HowtoPersonalizeDimensionsandMea.html
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HowtoPersonalizeSettings.html
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HowtoPrintaReport.html
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HowtoProvideFeedback.html
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HowtoRemoveaReportfromDashboard.html
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HowtoRenameaDashboard.html
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HowtoRenameaPage.html
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HowtoRescheduleanEmail.html
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HowtoRestoreaReport.html
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HowtoReviewPerformanceagainstTar.html
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HowtoSaveaReport.html
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HowtoSelectDimensionsandMeasures.html
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HowtoSelecttheDisplayValueinaRep.html
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HowtoShareaDashboardandaPage.html
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HowtoSortDatainaReport.html
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HowtoViewAlerts.html
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HowtoViewReportDetails.html
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HowtoViewReportProperties.html
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HowtoViewaSharedReport.html
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HowtoViewanAlertCondition.html
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HowtoWorkwiththeEnquiryScreen.html
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Main.html
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ProductSupportforCUBOT.html
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ReportFolders.html
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SampleReportsthatshowComputation.html
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TermsandDefinitions.html
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UserInformation.html
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WhataretheLayoutOptionsinaReport.html
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WhataretheReportDisplayOptionsin.html
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WhyyoushouldSaveaReport.html
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WhyyoushouldSignoutofCUBOT.html
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toc.html
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Editing: HowtoEditaReport.html
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ο»Ώ<html> <head> <title>How to Edit a Report</title> <meta http-equiv="Content-Type" content="text/html; charset=UTF-8"> <meta name="generator" content="HelpNDoc Standard Edition 3.6.0.345"> <link type="text/css" rel="stylesheet" media="all" href="css/reset.css" /> <link type="text/css" rel="stylesheet" media="all" href="css/base.css" /> <link type="text/css" rel="stylesheet" media="all" href="css/hnd.css" /> <!--[if lte IE 8]> <link type="text/css" rel="stylesheet" media="all" href="css/ielte8.css" /> <![endif]--> <style type="text/css"> #topic_header { background-color: #EFEFEF; } </style> <script type="text/javascript" src="js/jquery.min.js"></script> <script type="text/javascript" src="js/hnd.js"></script> <script type="text/javascript"> if (top.frames.length == 0) { var sTopicUrl = top.location.href.substring(top.location.href.lastIndexOf("/") + 1, top.location.href.length); top.location.href = "CUBOT 9.0 USER'S GUIDE.html?" + sTopicUrl; } else if (top && top.FrameTOC && top.FrameTOC.SelectTocItem) { top.FrameTOC.SelectTocItem("HowtoEditaReport"); } </script> </head> <body> <div id="topic_header"> <div id="topic_header_content"> <h1>How to Edit a Report</h1> <div id="topic_breadcrumb"> <a href="WorkingwiththeReportTab.html">Working with the Report Tab</a> ›› </div> </div> <div id="topic_header_nav"> <a href="WorkingwiththeReportTab.html"><img src="img/arrow_up.png" alt="Parent"/></a> <a href="HowtoViewReportProperties.html"><img src="img/arrow_left.png" alt="Previous"/></a> <a href="HowtoAddaNotetoaReport.html"><img src="img/arrow_right.png" alt="Next"/></a> </div> <div class="clear"></div> </div> <div id="topic_content"> <p class="rvps9"><span class="rvts14">How to Edit a Report</span></p> <p class="rvps32"><span class="rvts17">You can make necessary changes to a report in the Edit Report screen. To reach this screen, in the Report menu, click </span><span class="rvts15">Edit</span><span class="rvts22">.</span><span class="rvts17"> </span></p> <p class="rvps62"><img alt="" style="padding : 1px;" src="lib/Click edit report.png"/></p> <p class="rvps32"><span class="rvts17">The Edit Report screen is displayed.</span></p> <p class="rvps40"><img alt="" style="padding : 1px;" src="lib/Edit Report Screen.png"/></p> <p class="rvps30"><span class="rvts15"> Edit Report Screen</span></p> <p class="rvps32"><span class="rvts17">To edit a report, do the following in the Edit Report screen.</span></p> <p class="rvps45"><span class="rvts17">1. Select the radio button beside </span><span class="rvts15">Update Report</span><span class="rvts22">.</span></p> <p class="rvps5"><span class="rvts8">You can now, make the required changes to one or more of the following:</span></p> <p class="rvps59"><span class="rvts17">2. From the </span><span class="rvts15">Save in</span><span class="rvts36">*</span><span class="rvts17">drop-down list, select the folder where you want to save the report. You can also click on the folder icon to open the dialog box to select the desired location where you want to save the report.</span></p> <p class="rvps45"><span class="rvts17">3. In the </span><span class="rvts15">Title</span><span class="rvts36">*</span><span class="rvts17"> text box, type the title of the report.</span></p> <p class="rvps45"><span class="rvts17">4. In the </span><span class="rvts15">Description</span><span class="rvts17"> text box, type the report description.</span></p> <p class="rvps45"><span class="rvts17">5. In the </span><span class="rvts15">Note</span><span class="rvts17"> text box, type a note for the report.</span></p> <p class="rvps45"><span class="rvts17">6. From the </span><span class="rvts15">Report category</span><span class="rvts17"> drop-down list, select the category of the report.</span></p> <p class="rvps61"><span class="rvts17">7. In the </span><span class="rvts15">Share with User</span><span class="rvts17"> list box, select the check box beside the user to whom you want to give the access permissions. You can give the following access permissions:</span></p> <p class="rvps89"><span class="rvts17">a. </span><span class="rvts15">View</span><span class="rvts17">: To provide the user with access to view reports</span></p> <p class="rvps89"><span class="rvts17">b.</span><span class="rvts15"> Edit</span><span class="rvts17">: To provide the user with access to view and edit reports</span></p> <p class="rvps61"><span class="rvts17">8. Click the calendar icon beside the </span><span class="rvts15">Expires on</span><span class="rvts36">*</span><span class="rvts17"> text box, to select the expiry date for the report. The selected date is displayed in the </span><span class="rvts15">Expires on*</span><span class="rvts17"> text box.</span></p> <p class="rvps45"><span class="rvts17">9. To use a report in a dashboard, select the </span><span class="rvts15">Use in Dashboard</span><span class="rvts17"> check box.</span></p> <p class="rvps90"><span class="rvts17">10. To set the frequency at which the data in the report needs to be refreshed, select the radio button beside one of the following </span><span class="rvts15">Refresh</span><span class="rvts17"> options:</span></p> <ul style="text-indent: 0px; margin-left: 24px; list-style-position: outside;"><ul style="text-indent: 0px; margin-left: 48px; list-style-position: outside;"><ul style="text-indent: 0px; margin-left: 48px; list-style-position: outside;"> <li class="rvps91" style="margin-left: 0; text-indent: 0px"><span class="rvts15">Daily</span><span class="rvts17">: Update the data in the report every day.</span></li> <li class="rvps91" style="margin-left: 0; text-indent: 0px"><span class="rvts15">Weekly</span><span class="rvts17">: Update the data in the report every week.</span></li> <li class="rvps91" style="margin-left: 0; text-indent: 0px"><span class="rvts15">Fortnight</span><span class="rvts17">: Update the data in the report every fortnight.</span></li> <li class="rvps91" style="margin-left: 0; text-indent: 0px"><span class="rvts15">Monthly</span><span class="rvts17">: Update the data in the report every month.</span></li> <li class="rvps92" style="margin-left: 0; text-indent: 0px"><span class="rvts15">Never:</span><span class="rvts17"> Indicates that the report is saved with existing data and the report is not updated with new information. However, the report should reflect the details of the date when the report was generated</span><span class="rvts22">. </span><span class="rvts17">When you select this option, the report or graph is saved permanently as an βAs of Now Snapshotβ. </span></li> </ul></ul></ul> <p class="rvps5"><span class="rvts8">After you have made the required changes:</span></p> <p class="rvps11"><span class="rvts8">11. You can now do one of the following:</span></p> <ul style="text-indent: 0px; margin-left: 24px; list-style-position: outside;"><ul style="text-indent: 0px; margin-left: 48px; list-style-position: outside;"><ul style="text-indent: 0px; margin-left: 48px; list-style-position: outside;"> <li class="rvps91" style="margin-left: 0; text-indent: 0px"><span class="rvts17">Click </span><span class="rvts15">Save</span><span class="rvts17"> to save the changes made.</span></li> <li class="rvps91" style="margin-left: 0; text-indent: 0px"><span class="rvts17">Click </span><span class="rvts15">Cancel</span><span class="rvts17"> to undo the changes made.</span></li> </ul></ul></ul> </div> <div id="topic_footer"> <div id="topic_footer_content"> Copyright © 2012 Robust Designs India Private Ltd. All Rights Reserved.</div> </div> </body> </html>