Creating a new report by modifying an existing report

Note: Sometimes it is quicker to create a new report by editing an existing report that needs only a few changes or additions.

To create a new report by modifying an existing report

  1. Open 13-3 Report Writer.

  2. In the New Report Launch wizard, select Browse for an existing report..., and then click [OK].

  3. Click [Display System Reports].

    If you want to modify a report that you have already customized, select [Display Private Custom Reports] or [Display Shared Custom Reports].

    Note: Alternatively, you can open the report that you want to modify by selecting it on a Report Printing window, and then clicking [Modify Report].

  4. On the list, locate and then double-click the report you want to open—for example, 04010221.RPF (AP Invoice List).
  5. In the Report Title text field, type a title for the new report.
  6. In the Report Form field, select a report form.
  7. To modify the grouping and sorting of fields:
    1. Click Edit > Grouping/Sorting....

    2. On the Define Grouping and Sorting window, select a table, and then double-click items in the Fields list to move them to the bottom panel.

    3. In the bottom panel, you can:

      • Remove groups by right-clicking a group field
      • Reorder groups by dragging them into the desired order
      • Change sort order by clicking on columns in the main row of the panel
    4. Click OK.
  8. To modify the report selection criteria:
    1. Click Edit > Selection Criteria....
    2. On the Define the Selection Criteria window, select a table, and then double-click items in the Fields list to move them to the bottom panel.
    3. In the bottom panel, you can choose to enter default criteria, or you can leave the criteria blank.
    4. Click OK.
  9. Click File > Save.
  10. In the message box confirming the modification, click [OK].
  11. Change the last two digits of the report name to a number between 1 and 20.
  12. Click [Save].