Modifying a Standard Process Report

Modifying a Standard Process Report

Summary

This article describes the process for making changes to existing process reports. While this example demonstrates changes to the Quotes Reports, this process works with any of the Process Reports.

More Information

Creating a modified process report

In order to make any changes to a process report you first need to make a copy of the standard report (you can't make changes to the default system reports).

Making a copy of a standard report

  1. Run the Solatech Window Covering Software.
  2. From the Tasks menu click Manage Process Reports.
  3. On the left hand column, select the category Quotes. (This process may be used with any other Process Reports, as well.)
  4. From the list of reports select the appropriate Process Report.
  5. Click the Modify button. When prompted to make a copy click Yes.
  6. Enter My Quote (or any other name you choose for the new report name) and click OK.
  7. When the Modify Report screen is displayed, click OK.
  8. You will now see the My Quote report listed.

Setting up the modified process to be used

Now that your report has been modified, you need to configure the Process Reports Setup so the new report is used instead of the  existing report.

To setup your new report to be used

  1. If the Report Center is not already open, open it by clicking Manage Process Reports from the Tasks menu.

  2. On the left hand column, select the appropriate Process Report category.
  3. From the toolbar click Setup Reports.
  4. In the Output Type field, select the applicable type from the dropdown list.
  5. The list of quotes that are currently setup to be used are listed at the bottom of the Process Report and Label Setup screen.
  6. If necessary, remove the listed reports by clicking each one and click the X button.
  7. Click the Add button.
  8. From the list of available reports select your edited report.
  9. Click OK.
  10. On the Edit Process Report Setup screen click OK.
  11. Click Close.

APPLIES TO

  • Solatech Window Covering Software 4.2

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