Community
Showing results for 
Search instead for 
Do you mean 
Reply

Modifying Default Reports List

New Member
Posts: 2
Country: United States

Modifying Default Reports List

Is there a way to modify the list of default reports on the reports tab? I have a report that I would like to use but would like to simplify the process for users so that this particular report appears at the top of the list.

Thanks for your help!
Erin

Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: Modifying Default Reports List

[ Edited ]

Check this knowledge base document. It refers to the Write menu but the same thing works on the Reports menu.

 

How to Add a Custom Document Template to the Write Menu

 

 

<content edit - fixed link>

Message Edited by dlunceford on 12-31-2008 03:40 PM
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 2
Country: United States

Re: Modifying Default Reports List

Thank you for your help.

 

-Erin