Report View Manager > Modifying an existing Report View

Before we make any modifications to a Report View we need to make a copy of the report view to work from.

We do this for three reasons:

1.If you do not create a copy and work directly off the corporate-created template, then any changes you make will be overwritten the next time an update to that template is released.

2.Even if you are not working on a corporate-created template, the changes you make to a report view will automatically be applies to all reports in the database that use that report view. There are some times, like when correcting a spelling error, that we would want this to happen, but most of the time we want to control which reports use the added topic.

3.If you create a copy, then you have the ability to version your templates. This means that the name of the template using the new report view can be changed to say v1.1, 1.2 and so on.

To make a duplicate report view, first click the [Save As…] menu button.

Under “New Report View Description:” give your report view a unique name, the easiest way to do this is to add your initials or your companies initials at the beginning or to add a version number to the end. Keep the first option under Chapter/Topic Layout Options and click [OK]. You will notice that the usage statistics now say that the new view is not being used by any reports or templates.