Edit an Existing Designer Report

Follow these steps to retrieve, modify, and upload a Designer report.

Retrieve a Designer report

1. From the Reporting menu, select Query.
2. Enter your search criteria. For example, set Type of Designer Report to Designer and Status to Active.
3. Select Execute.
4. From the results list, double-click Active WOs by Technician.

Download and edit the report

1. In the toolbar, select Report Export. The Report Export Options screen appears.
2. Select XML.
3. Select Save. Save the file to an accessible location, such as the Desktop, and name it MyNewDesReport.xml.
4. Open the TMS Report Designer.
5. Select C1 > Open.
6. In the Open Report Definition File window, select MyNewDesReport.xml and select Open.
7. Modify the report header. For example, to change the font and color:
   • Select the header text.
   • In the Design group, select Times New Roman, Bold, and 14.
   • Select a text color of Blue.
8. Press CTRL+S to save the report.
9. Close the Report Designer.

Upload the changed report to TMS

1. On the Report Edit screen, open Active WOs by Technician.
2. Update the File Path to point to the updated XML file.
3. Select Save.
4. Select Print Preview to verify the changes.

Make additional changes

1. Reopen the report in the TMS Report Designer.
2. Update and save the XML file.
3. Preview the report again in TMS.