Creating a Custom Report

If you wish to create a custom letter or custom report you should complete these steps.

1. Find a standard report or letter that closely resembles your desired result within the Module you intend to run it.
   
2. Make a copy of that report so you now have a local User Defined copy.
   
3. Edit the report as you see fit , double clicking on text to make changes.
   
4. Press the icon of the disk to overwrite the newly created User defined Report.
   
5. Now highlight your selection of records that you wish to run the report or letter for and run the report as normal.
   

A: Copying a standard report or Letter to a UserDefined version

1. Select a report or letter that you wish to copy then press the Copy button
   
2. Enter a name for your new user defined report
   
3. Click OK to create the report.
   
4. Select the newly created User Defined report then click on Edit
   

B: Edit the report making changes as you require and then press the Disk icon to save changes.

Run the report as normal selecting the records you wish to print on the report then selecting the newly created report

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