How to Add a Report Template

Use the following steps to add a report template:

1. Click on the System tab, click Tools, and select Form Report Management.

2. Click on the Form Report Type drop-down menu to select a form type to add. Purchase Order is selected by default.

3. Click on the Add Report button.

4. In the Add Report Template dialog box, enter the Name.

5. Click on the Report Path drop-down menu to select an option.

6. Click on the Save button to save the report template or click on the Cancel button to cancel the process.

Back to top