Because Standard Reports are available to all our customers using Business Intelligence, we must make these reports somewhat generic. Often our customers want to add additional data items to a standard report to make it more specific and applicable to their company. This article contains information on modifying a standard report.
Important: Standard Reports are locked for editing in the Standard Reports folder. This means if you open a Standard Report from the Standard Reports folder, any changes will not be saved. We recommend making a copy of the report as described below, save it to a target (My Content or your Company Folder), then edit.
To save a Standard Report to a new location and edit:
- From the Team Content folder, click Intelligence – Standard Reports
- From the list in the Standard Reports folder, click the appropriate folder name
- Choose the “…” icon to the right of the standard report name
- Click Copy
- Click the My Content tab
- Click Copy to
- Click the … icon to the right of the copied standard report name and select Edit Report
- When the tool opens, make the necessary changes to the report
- Click Save
Once you have copied a standard report, refer to the video Modifying the Standard Expense Accruals Report.
Note: Standard Reports can only be edited if you have purchased our Business Intelligence offering.
