Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

How to Add a Custom Report Format

  1. Go to Maintenance > Custom Report Formats.
  2. Click the New button in the toolbar. 

Alternate steps:

  1. Click the arrow next to the New button, or press the N key.
  2. Click Custom Report Format.

From Advanced Find Service:

  1. In the toolbar go to Find.
  2. Click the "CXT Advanced Find Service" globe icon. 

  3. Click the Report Formats tab.
  4. Select the report format.
  5. Click the Download button.

Image Added

See Advanced Find Service for more information.

Back to top.

How to Copy a Custom Report Format

  1. Go to Maintenance Custom Report Formats.
  2. Right-click on the custom report format you would like to copy and select Copy.

Back to top.

How to Edit a Custom Report Format

  1. Go to Maintenance Custom Report Formats.
  2. Double-click or right-click and select Open on the custom report format you would like to edit.

Back to top.

How to Delete a Custom Report Format

  1. Go to Maintenance Custom Report Formats.
  2. Right-click on the custom report format you would like to delete and select Delete.
  3. Confirm by clicking Yes.

Back to top.

Custom Report Format Form

...