Renaming/Moving Reports

You can rename and move additional reports.

Renaming Reports

To rename a report:

Select Tools > Reports > Rename/Move Reports.
Find the report you want to rename.
Double-click on the report to rename it. This will populate the Report fields.

Enter the new report name in the New Report Name field. If desired, enter/edit the report memo in the New Report Memo field.
Click the Save button to save your changes.

Moving Reports

To move a report to another area***:

Select Tools > Reports > Rename/Move Reports.
Find the report you want to rename.
Double-click on the report to rename it.

Select the area you want to move the report to from the New Report Area list. Note: see the Report Area Guide to find out the Report Area names.
If you want to keep a copy of the report in the original report area, check the Create a copy of this report before moving box (this box is checked by default).
Click the Save button to save your changes.

***IMPORTANT*** - not all fields are available in all report areas. If you move a report to another area, you may need to modify it to remove fields that are not available, or use a function to add them to the report.