You can edit any templates that you've created in the Custom Templates library. This includes changing the report setup as well as editing header columns.
📌Note: You can only edit templates that you've created. To edit another user's template, ask them or clone it and make changes to the clone.
📌Note: Changing the report area will clear any previously selected columns. This is expected, as available columns depend on the selected report area.
📌Note: If a report is currently being generated using the template you want to edit, the template will be locked. You can make changes once the report generation has completed.
Edit a custom report template
Log in to Access PaySuite DDCMS.
Navigate to REPORTS.
Select Custom from the left-hand menu.
Locate the report template you want to update.
Click the Edit icon (pencil) next to the report title.
You'll be taken back to the Report Details page.
Make your required changes.
Click Save.
Edit headers within a custom report
Navigate to REPORTS.
Click Custom.
Locate the report you want to edit and click the Edit icon (pencil).
For each header you want to change, click the Edit icon (pencil) next to the header.
Make the required changes.
Click the Tick icon to confirm each header change.
Click Save.
If you also want to include a header on the report, select the Has Header check box. You can only rename columns if you have this ticked.