NetAsset - Editing Reports in NetAsset
Overview
This article provides instructions for editing reports in NetAsset. There are two types of reports that can be edited:
- Scripted Reports
- Saved Search Reports
Both report types can be accessed via NetAsset > Reports > All Reports. To determine which type of report you're working with, run the report and check for the "Edit this Search" button. If the button appears, the report is a Saved Search Report, and you should follow the corresponding editing process.
Step by Step Process
The editing process for each report type is outlined in the sections below.
Scripted Reports
1. Navigate to NetAsset > Reports > All Reports to locate the Scripted Report you wish to edit. Once you've found the report, select View on the left side of the listed report (e.g., "Asset Balance Roll Forward Report").
2. After selecting View, locate the Saved Search field (e.g., "NetAsset Roll Forward Transaction Detail Search"). Copy the text from the Saved Search field and paste it into the Global Search Bar.
3. Locate the correct saved search and click Edit on the right side of the search result.
4. This will take you to the Saved Transaction Search screen. Navigate to the Results subtab, then, under the Columns sublist, use the dropdown in the row to add any new fields (e.g., NetAsset ID).
5. Rename the Saved Search title as needed, then select Save As. This step is crucial to ensure that future bundle updates do not overwrite the search with the default Netgain Saved Search.
6. In NetAsset > Reports > All Reports, select View next to the relevant report (e.g., Asset Balance Roll Forward Report).
7. Under Actions, select Make a Copy.
8. Rename the report, then under the Saved Search selection, choose the appropriate new saved search (e.g., NetLease Roll Forward Transaction Detail Search - Updated).
9. Click Save to save the customized report.
Saved Search Reports
1. Navigate to NetAsset > Reports > All Reports to find the Saved Search Report you want to edit. Open the report by selecting the Run button on the right side of the listing.
2. Edit the report by selecting the Edit this Search button at the top of the form.
3. To complete the editing of the Saved Search Report, follow steps 4–9 under Scripted Reports, as the process is the same from this point onward.