Customizing Reports

You can modify the base reports that are included with the system to better meet the specific reporting requirements of your agency. Examples of possible changes include hiding or showing current fields and changing field labels, field position, sort order and font attributes (color, size, etc.). You can make changes to any field that exists within the base report's available data.

The Report Designer, a stand-alone editing tool, is used to customize the reports. All reports are available in the Report Template List.

Follow these steps to customize a report:

Click the Report Templates link on the System Administration component.
On the Base Report Template Overview component, make a copy of the report you want to customize by selecting the current version of the report. Save this file to a location where you will be able to edit the file.
Open the copy of the report in Report Designer.
Make your changes. For more information on using the Report Designer tool, see the System Administration Customization Guide provided with your installation package.
Upload the file (see Managing Custom Report Templates).
Run the report, making sure to select the Use Test Area? check box on the Report Parameters page.
Verify that the customized report matches what is desired.
Upload the file (see Managing Custom Report Templates).