Rename a Finance Report

Use the Finance Reports Configuration submodule to rename a finance report.

To use the Finance Reports Configuration submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.

To rename a finance report:

1. On the main toolbar, click Settings .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company containing the report that you want to rename.
3. In the left navigation pane of the Settings screen, click Folders, Reports & Documents > Finance Reports Configuration.
4. In the Report drop-down menu of the grid toolbar, select the report that you want to rename, and click Rename report .
5. In the Rename Report dialog box, specify a new report name and click OK.