Customize published report templates by modifying their content fields and related lists to better meet your reporting requirements.
Before you begin
Role required: sn_sec_tisc.admin
Procedure
-
Navigate to .
-
Select .
-
Select the appropriate report template.
-
Select Edit that appears on the Report Template.
Note:
A confirmation message appears. It indicates that you're editing a published template and must republish it to make it available under Case Reports. Do you want to continue editing? You must republish the template
after making changes.
-
Select Edit in the confirmation dialog box.
-
Make the necessary changes by adding the appropriate content fields or related list.
-
Select Save Content.
-
Select Publish to publish the changes.
After you publish the report template, a confirmation message appears indicating that the report template published successfully.
Note:
- You can also preview the report template contents before publishing the report template.
- If you want to delete the report template, you can select Delete to delete the report template.