NetLessor - Report Customization
Each report has an associated report record that provides information about that report and allows it to show in the report list. The reports that come with the bundle are 'standard reports' and will be overwritten upon bundle update. If you would like to customize a report, please take the following steps.
Step By Step Process:
1. Open the report you would like to customize by selecting "Run" on the right side of the report listing.
2. Edit the report by selecting "Edit this Search" at the top of the form. This will be available for all saved search reports, for scripted reports where this button does not appear, please contact support@netgain.tech for help customizing these reports.
3. After customizing your report, rename the saved search and select 'Save As'.
4. Go back to the report page and edit the report that you wish edit.
5. Save and copy this report record.
6. Choose a name for the new report and update the saved search field by selecting the updated search for which you just created a new version.