Edit Merge Reports
The Edit Merge Report feature allows users to modify existing merge reports efficiently.
Users can rename reports, add or remove individual reports, and update parameter values.
This functionality ensures that merged reports can be easily maintained or refined without recreating them from scratch.
Edit Merge Report: This video explains how to edit a merge report in the application.
Objective
To edit a Merge Report.
Prerequisites
- For this example, the reports used are Demo Merge Report.merge and Customers details.rptdesign.
- Download the required sample files from the link edit_merge_report.zip
- Upload Demo Merge Report.merge to the Merge Report section and Customers details.rptdesign to the Report section of the application.
- Refer to this link for detailed steps on uploading files in the application.
Steps to Edit a Merge Report
-
Right-click the desired Merge Report and select the Edit option from the context menu.
-
Upon clicking the Edit option, the following dialog box will appear:
-
The user can also remove existing reports or add new ones to be merged.
In this example, Customers details.rptdesign is added.
-
Click the
icon after selecting the report. If any parameters are required, enter their values accordingly. -
The user can update the file name by navigating to the Output tab and modifying the Name field with the desired name for the Merge Report, as shown below.
-
Finally, click the
button to save the changes, which will also open a new tab where you can view the updated Merge Report. -
In this way, you can successfully edit and manage Merge Reports in the application.
-
For additional help, click the
icon to access the help documentation. -
To cancel the editing process, click the Cancel button next to Merge, or use the
icon located next to the Help icon.