Move report template

This popup form can be accessed via the Options menu iconoptions menu in the top header area of the Report template iconreport template view page, as shown in Figure 1. Alternatively you can access the Move iconmove popup form via the Actions menu iconactions column menu of the Report templates tab at the Contact details iconorganisation view page, as shown in Figure 2.

Figure 1 – Access via options menu

Figure 2 – Access via report templates tab

  This popup is shown in Figure 3 and is used to move an existing report template.

Figure 3 – Move report template form

Use the tree navigation layout to select the new parent asset. You can show or hide levels or sub-levels by clicking on the expand nav iconexpand or collapse iconcollapse icons. Select the name of your desired parent asset and if you are happy with the selection click on the “Move report template” button at the bottom of the form. Note: names with a pink background cannot be selected. If you do not want to move this report template anymore then you can click on the “Cancel” button to close the form.