Create a new version of a report

  1. Open the Modify Reports screen.

    Each row in the grid is a modifiable report. Click next to a report to display the nested grid. Each row in the nested grid is a version of the report. The first row is the system-defined version, which can't be modified.

    • Note: You can filter the data in a column. Click in the filter row to select the filter operator. Then, enter the filter criteria or click to select the filter criteria from a list of valid values. To clear the filter criteria, mouse over the filter row and click .
    • Note: Click Expand All on the quick link bar to expand all the nested grids on the screen. Click Collapse All on the quick link bar to hide all the nested grids on the screen.
  2. In the row of the report you want to use as the basis for the new version, click Create Copy.

    A new row appears at the bottom of the nested grid.

  3. In the Format Name field of the new nested row, change the name for the new version of the report, if needed.
  4. In the new nested row, click Edit Format.
  5. The report opens in Report Builder.
  6. Modify the report in Report Builder. For details, see the Report Builder Help.
    CAUTION: Do not click Run in Report Builder to test the report. If you do, you may get unexpected results. Instead, complete this procedure to save the report and exit Report Builder. Once you return to ProContractor, run the new version of the report to test it.
  7. From the Report Builder Ribbon icon , select Save to save the modified report.
    CAUTION: Do NOT use the New, Open, and Save As commands in Report Builder. If you do, you won't be able to use the report in ProContractor.
  8. From the Report Builder Ribbon icon, click Exit Report Builder to close Report Builder and return to ProContractor.
  9. If you want to make the new version of the report the default version when this report is used, in the new nested row, select the Default checkbox. (You can always select a different format when you generate the report.)