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Modifying Report Templates

Report templates can be modified to change how the output displays or what data is gathered for the output.

Co-op Support recommends running a report from the original template to see what output is generated before modifying a template.

  1. Start by cloning the template you wish to modify. Follow steps 1 through 7 in [_cloning_a_report_template].

  2. The Report Template Editor will open. See [_report_template_editor] for information on using the editor.

  3. Make your desired changes.

  4. Click Save Template.

  5. Your new template can now be found in the folder you saved it in.

  6. Run a report from the new template to see if the desired output is generated.

    Tip

    If the path for one of your display fields or filters is incorrect you will get an error instead of the expected report output. Sometimes the error text will give you a clue about what isn’t working.

    report output error 1

    You can modify your template and try again or contact Co-op Support for assistance. Please review [_troubleshooting_report_templates] before creating a ticket to ensure you include all the information needed for Co-op Support to assist you.

  7. Repeat the above steps until your template works as desired.

Note

It is not unusual to create multiple versions of a template when working to modify a template. Once you have a template that works as desired Co-op Support recommends deleting the interim versions of the template. See [_deleting_a_report_template].