A saved report template can be modified.
To edit an existing report template:
1.Go to the Reporting tool, by clicking the Report button 
.
2.Select the report template you'd like to edit from the Recent, Standard, or My Favourites tabs, or alternatively, select from Portfolio by clicking More Templates.
3.Click the Edit Report Template button on the left side of the window.
4.Edit the report by:
- Clicking on the Selected Fields button to change fields.
- Clicking on the Sort Report button to change sorting.
- Clicking on the Formatting Options button to change the style of your report.
- Adding Saved Lists or Saved Searched at the bottom of the window.
- Changing the Report Type and Field Orientation
5.Save your changes by clicking the Save Template button in the bottom right corner of the window.
6.The Portfolio window will open, give your modified template a name and click OK. If you'd like to overwrite the previous version of the template, give your modified version the same name.
Edit the Layout of a Word Merge Report
The above steps are also effective for editing a Word Merge report. However, to edit the layout or style (or insert a new field) of a Word Merge report you will need to edit the Layout Document. You can either edit the document directly (by opening the template in word and saving it), or you can use Vernon CMS to modify the Word Merge report.
1. Complete steps 1-3 from the above instructions. If you want to add fields to your report, select these new fields now.
2.Click the Formatting Options button.
3.Check the Modify Layout Document checkbox.
4.Click on the Run the report button.
5.Click on the Screen button.
6.The template document will open and you can edit it.
7.If you are inserting new fields, click on the Merge Field button, under the Mailings Ribbon, you will see a drop-down list of all the available fields and you can select the new fields to add in.
8.Save your report as a Word Macro Enabled Template and close the window. When you next open the template, the changes will have been made.
