Changing A Finished Report's Display Name

Cory Fifield -

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In this article we cover the process to change a Finished Report's display name. This will need to be done when Views are copied and used as templates for a new report.

 

Example Topic Use: I copied a view that contained a finished report, and changed the name so that I could run it for a different set of accounts. However, when I look at the finished report designer, I still see the previous name of the view in the header bar and on the top of the finished report designer. How can I change the name of the finished report? 

 

Steps To Change A Finished Report's Display Name

1. Select the XtraReport (should be at the bottom of the list or click in the green area in the screenshot below)

 

2. Select the Miscellaneous Properties Tab (Wrench Icon)

 

3. Change the Display Name property

 

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