Editing Report Description and/or Section

Previous Topic: Adding Reports to the Job Record

To edit the description and/or section of a ServiceCEO report:

1. From the Report List dialog box, find the report you want to edit and select it.

2. To change the report section, select a new section from the Section drop-down list. To open the drop-down list, click in the Section column for the report you want to edit. The report section is the report Category under which it appears on ServiceCEO's main Available Reports page.

3. Edit the report description by editing the text in the Description dialog box.

4. Repeat steps 1-3 to edit additional reports.

5. Click OK.

Next Topic: The RPT File Location

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