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Reports created or cloned are owned by you. No other user can modify reports that you create. This includes the ability to edit, rename, or delete a report.
Reports can be cloned from any one folder to another excluding cloning to the System Folder. To clone a report, right click on the desired report selecting 'Clone'. Select the folder to which the report should be cloned and name the report accordingly. Click 'OK' to clone the report. When a report is created or cloned, you are the owner of that report. Other users however can clone your report to other folders including My Reports, Company Reports, and Project Reports
Cloning reports is a good starting point if you wish to make slight modifications to an existing report. In some circumstances, creating a report from scratch may be a better option. The following instruction are provided for creating reports.
For more information on creating reports, click the '?' sign on the upper right corner of the Report Display area.
System Reports report data on system form types. Users however can create their own custom form types that include custom fields of many different field types . Reports can be created from system form data or custom form data, reference collections and cascading pick lists excluded.
Editing - Only the owner of a report can edit reports they have created. If you do not see an option to edit, then you are not the owner. To edit a report that you have created, right click on the report and select 'Edit'. Note that once a report is edited and saved, you cannot revert to the previously saved version of that report.
It is suggested that you first clone your report before editing. Cloned reports can always be deleted once you have successfully confirmed your edits to the original report are as desired. |
Deleting - Only the owner of a report can delete reports they have created. If you do not see an option to delete, then you are not the owner. To delete a report that you have created, right click on the report and select 'Delete'.
Once a report has been deleted, there is no way to recover that report. |
Click 'OK' to confirm delete.
If you are the owner of a report you can rename that report. To rename, right click on the report selecting 'Rename'. Rename the report and click 'OK' to confirm