How to Rename Custom Reports
RecTrac 3.1.10.16.01
Table of Contents
Problem
I want to rename my custom report in Report Output Management, but it won't allow us to change or update the Record Code field. How can we update the record code to the new name that we want?
Solution
The Report name gets saved as a fixed record code and cannot be updated. The only way to conveniently change the record code of the custom report is to clone the report in Report Output Management and rename the new cloned report with the desired record code/report name.
Steps For Solution
- In RecTrac, go to Report Output Management.
- Highlight the report that you want to update the record name.
- Click Clone.
- A pop-up will appear containing a Description field that will be the new Record Code name for the cloned report.
- Change the "Custom report- clone" name to the desired report name.
- Click Save to save the new report.
- If you want, you can delete the old report.
After refreshing the Report Output Management DataGrid, your Report should now appear with the new name/record code.