Use this section to edit a published report template.
Before you begin
Role required: sn_sec_tisc.admin
Procedure
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Navigate to .
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Select .
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Select the required report template.
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Select Edit button which is displayed on the Report Template.
Note: A confirmation message appears indicating that you're currently editing a published template and will need to republish it for the changes to appear in reports. Acknowledge the message and proceed with your
updates.
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Select Edit in the confirmation dialogue box.
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Make the necessary changes by adding the required content fields or related list.
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Select Save Content.
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Select Publish button to publish the changes.
Once you publish the report template, a confirmation message is displayed indicating that the report template is published successfully.
Note:
- You can also preview the report template contents before publishing the report template.
- In case if you want to delete the report template, you can select Delete to delete the report template.