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Follow these instructions to modify an existing report or form:
| 1. | Select the report and then select the Copy option. This will create a copy of the report on the Report Branch. |
| 2. | Select the new copy of the report and change the report name by typing in the new description at the top of the screen in the Report Name field and then select the Refresh button (lighting bolt icon). |
| 3. | Select the Modify option. The report dialog screen will be displayed. Click the Report Button. |
| 4. | The Design Canvas will be displayed. Cosmetic changes such as placement, size, color and font can be made directly on each field on the Design canvas. Be sure to review the Design Toolbar documentation for a list of tools available. To add new fields or tables, click on the Data Tab. |
| 5. | Be sure to give each user access to the new report or form as applicable. |
| 6. | If you modified a form, be sure to set up the Custom Form Assignment to replace AccuBuild's default form with your own form. |
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