This grid under the Administration navigation pane displays reports that are presently available within AyaNova.
From this grid you can
| • | Make reports inactive so they do not display for selection |
| • | Change report names as they are displayed for selection |
| • | Identify the size of the report, perhaps determining why a report takes longer to print than another. |
| • | Determine who created the report template and who last modified it and when. |
| • | Import report templates obtained from other AyaNova users, consultants, and from the AyaNova website |
| • | Export report templates to provide to other AyaNova users |
This Reports grid is not where you would actually customize the report template.
If you need to edit the actual design of a listed report template, you would go to that grid or entry screen from where that report template is selected, and open the Design view to edit it.
For example, if you wanted to customize the Client Banked Service Balance report template, you would open the Clients navigation pane, open the Client grid, drop down the Print selection, hold SHIFT key and select the report template Client Banked Service Balance