Using Custom Report Manager and saving a standard document (video)

This video shows you how to:

  • Upload a customised report.
  • Upload a customised layout.
  • Re-save a standard report for further customisation.
  • Re-save a standard layout for further customisation.

Note: The Custom Report Manager has changed since this video was recorded. Instead of selecting roles that have access to the report, you now select the users that will have access to the report. For more information, see Install additional reports with the Custom Report Manager.

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