Modify and Save a Custom/Alternative Report
- Stephanie Pepper (e-manage|ONE)
Let's begin the process of opening a base report, making modifications, and then saving it back into e-manage. Follow these clear steps to achieve your desired results:
Step 1: Accessing the Reports Directory in e-manage
Launch e-manage and head to the Reports Directory.
To do this, navigate to File → Open e-manage File Location → Reports Directory.
Step 2: Preparing for Modifications in Telerik
Within Telerik, prioritize best practices by initiating changes with a proper Save As procedure.
Start by navigating to File > Save As.
Rename the file (It is recommended to include your company name at the beginning of the existing report name).
It is imperative you save the new report in the same folder the base (original) report is Saved.
Once named appropriately, select Save to preserve your changes.
Step 3: Implementing Your Modifications
With the groundwork laid, proceed to make the necessary adjustments to the report according to your requirements.
Once your changes are in place, ensure you Save the report again to secure your modifications.
Step 4: Moving Forward to the Next Phase
As you wrap up your modifications, anticipate moving on to the subsequent section of this guide which will detail how to save your newly adjusted report back into e-manage, aligning it seamlessly with your software's functionalities: Uploading Custom Reports
Step 5: Completing the Replacement Process
When you're ready, follow the linked instructions provided in this guide to effectively replace the base report with your updated version: Report Alternatives