Edit Report Criteria

When a set of report criteria has already been created and saved, you may access that criteria and then edit its contents. For this topic, the term edit will apply to any change that you want to make to the report. That includes saving the report with another name, changing the report parameters, altering the selection criteria in any way, or adjusting the report options.

A user will only be able to edit report criteria that have been saved into report groups that his or her user name has the security rights to access. Security rights to access report groups is determined by what Database Group the user name belongs to. Review the Organize Reports into Groups and the About User Security topics for more information about reports and user security.

Locate Report Criteria for Editing

Search Reports

Use the Search Reports page to quickly locate one or more reports by entering a report name, or partial name, and optionally, the report category (library) and group in which the report was saved.

1. On Millennium Explorer, click Reporting, and then click Search Reports.
2. In the Report name field, enter the name, or partial name, of the report that you want to edit. Wildcards (% and _) are permitted in the report name field.
3. For Type, select Edit/Run.
4. If desired, narrow results by selecting a last run date or date range, a specific report category (library) from the Category list, and specific report group from the Group list. Only the report groups that your user name has rights to access will be shown in the Group list.
5. Click Search. A list of all reports that meet the criteria is displayed. If you selected the All group list item, then only the names of the reports in the report groups that your user name has rights to access will be listed.
6. Locate the desired report in the Search Results list, and click the Edit link.

Review the Search Reports topic for complete details about this method.

Edit Criteria

1. On Millennium Explorer, click Reporting, and then click Edit Criteria.
2. Click the name of the Report Category (also known as Library) in which the report is located - Biographical, Comparison, Daily, Event, Financial, Mailing, Membership, Pledge, or Tracking.
3. On Edit <Category Name> Reports page, click the name of the Report Group in which the report is located.

Note: You will see only the names of the Report Groups that your user name has security rights to access.

4. A list of reports in the Report Group displays. You can point to the information icon next to the name of the report to see when it was edited, when it was last run, and, if it was run, the total run time and the number of records that the report criteria selected.
5. Click the name of the report to display the Report Form, ready for editing.

The Report Form

When a report is chosen, the Report form opens to the Report Details form. The details of the report will be shown in the appropriate text boxes or in the selection criteria display area. The text boxes for the report details are immediately available for editing (report title, format name, combined spouse names, duplicate removal, deceased, etc.)

To edit any other details of the report criteria, select the appropriate form from the tabs at the top of the page. The Report form functions behave consistently, whether they were accessed from the Edit item on the Millennium Explorer or New Criteria, or any other means of access in the Reporting World.

Report Editing Tasks

To edit the report criteria by saving it with another name, select the Save As button on the Report Details or Report Options form. See Saving the Report for more information.

To edit the set of criteria statements that already exist in the report, select the Criteria tab on the Report form. Select the criteria line you want to edit, and click the Edit button. The buttons for the editing functions, Change, Cut, Copy, Paste, Clipboard, and Undo will be displayed, though they will not be active until a particular criteria statement has been highlighted. These functions focus on an individual criteria statement line that already exists in the set that you want to alter in some way. See the Edit Functions topic for further details.

If you want to edit the contents of the report criteria by creating additional criteria statements, select the Table and Fields to be included, with an associated Operator and Value. Then click the Add button to add the new criteria to the list. You can also use the buttons in the Criteria section of the form to add totals, group criteria, remove selected criteria, or move items within the criteria list.

Chart of Accounts

You cannot add Chart of Accounts criteria to an existing set of report criteria unless the key file of the existing set or report criteria is the Chart of Accounts table itself. If the key file of an existing set of report criteria is the Chart of Accounts table, any additional lines of criteria that is added must involve fields from the Chart of Accounts table.

Edit Parameters

If you want to edit the report's standard or stored parameters, or any of the advanced report settings, you must click on the top row Options button to activate the function buttons, Report (advanced options), Parameters, and Default (the settings that the system should use by default when creating custom report criteria). See the Options Functions topic for further details.