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How do I edit an existing report?

 

Open an existing report. This can be done by clicking on the Report Title link.

EUCLID Screenshot

When the report is open click on the EUCLID Screenshot button and select the Save As option.

EUCLID Screenshot

This will return the Save As screen.

EUCLID Screenshot

The current report title and description will be retained, but these can be amended.
Save the report to your Favourites folder beneath My Folders.

To enable the report to be edited you then need to open the copied report within your Favourites folder by clicking on the report title.

EUCLID Screenshot

Click on the EUCLID Screenshot button and select Edit.

EUCLID Screenshot

This will return the Edit Report view of the report, where you may amend the display of the report.

EUCLID Screenshot

To add new objects to an existing report click on the Edit Query button. This will navigate to the Edit Query view and enable object selection from the Admissions Universe, whilst displaying the original objects selected for the report.

EUCLID Screenshot

BOXI Users can amend query filter values, remove objects and add new objects.

NB BOXI users should note that any reports created from the previous Admissions Universe design will retain the old Object label and description.

There are no issues with editing or running old universe reports, however, in editing an old universe report the new admissions universe display may be affected as BOXI effectively ‘re-introduces’ the old universe class & objects found in the report (see example below).

EUCLID are in the process of re-creating the suite of reports available to admissions staff to resolve this anomaly, however, any reports held by BOXI users, whether they are personal or a copy of old reports will need to be re-created manually by the BOXI User.

  

EUCLID Screenshot

Once the report has been amended it can be saved to update the changes.