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Edit Merge Reports

Edit Merge Report

  • Edit enables the user to make following changes to the merge reports.

(I) To change name of the report.
(II) To add/remove/change constituent merge report.

Objective

  • Edit Merge Report

Prerequisites

  • For this example Demo Merge Report & Customers details.rptdesign are used.

Download merge_report.zip file from link given merge_report.zip

  • From the zip file you have downloaded upload Demo Merge Report.merge in Merge Report & Customers details.rptdesign in Report Section of AIV. Refer this link to see how to upload files in AIV. Use same procedure to upload both of the files.

Edit Merge Report: This video contains information regarding How to Edit Merge Report in AIV.

Steps to Edit Merge Report

  1. Right-click the desired merge report and select yellow marked edit from the context menu as shown in the figure below:

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  2. The following dialog box will open as a result of the above actions performed by the user:

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  3. User have option to update the File Name.

  4. You can also remove the existing reports or add new reports to be merged. For this example; we will add Customers details.rptdesign as shown:

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  5. Click on ’>’ at the center & as we have used report with parameter to add, write respective parameter in the box as shown:

  6. Finally click on save merge button to Save the changes done & it will also redirect you to the another window of the browser to see the Merge Report.

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  7. Clicking on merge button will redirect you to another window of browser, where user can see their Merged Report before saving the same.

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  8. In case of any further help, the user can click on the help icon to access the AIV help documents.

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  9. If the user is not satisfied and wants to cancel the create request, he can do this by clicking on the cancel button next to create or by clicking on cancel icon.

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  10. In this manner,you can edit your merge reports in the AIV application.

** To understand in detail about the functionality, click on the following links:-**

Clone Merge Report

Create Merge Report

Move

Upload

Delete

Share

Schedule Reports

Unarchive

Unpurged

Audit

Version

Embed

Download

Property