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(Voting Open) Rename Headers in Utility Direct Reports

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  • 1/16/2014
  • 1222 Views
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  • Last Activity: 1 year ago

Company Response

Paul Fletcher
Paul Fletcher 2 years ago

Sandy, I want to thank you for your idea. These fields are hard coded on our PDF reports and would affect all reports in the system. While we welcome your idea, I wanted to give you a solution that you can employ right now.

Every Report and the Advanced Search in UtilityDirect can be given a Custom Title and Saved. It is the last step when running the report or advanced search. After you have gone through and chosen your criteria and format (PDF or Excel), you can enter a "Saved Report Title." On the PDF version, it will appear at the top and take place of the generic report name. In the Excel version, you would have to do a "Save As" and rename it when saving it to your computer. However, you can also have the system send the report out to you under Saved Actions on the Home Page. Once you find the report you have saved, you can then click on the "New" link under Schedule, fill out the frequency and recipients, and save the schedule. The report will be sent to you on an ongoing basis and can be edited.

I hope that helps with what you are trying to do with the UtilityDirect Reports. Thank you for submitting your idea to us and I hope the solution I have outlined will be of some use to you. Please let us know if you have any questions or need more information and we will be happy to help any way that we can. You can reach our Legendary Client Service Center at (877)883-8337 or by email at support@schooldude.com.

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Rename Headers in Utility Direct Reports

Sandy Dowling
Sandy Dowling 2 years ago

Company Response

Paul Fletcher
Paul Fletcher 2 years ago

Sandy, I want to thank you for your idea. These fields are hard coded on our PDF reports and would affect all reports in the system. While we welcome your idea, I wanted to give you a solution that you can employ right now.

Every Report and the Advanced Search in UtilityDirect can be given a Custom Title and Saved. It is the last step when running the report or advanced search. After you have gone through and chosen your criteria and format (PDF or Excel), you can enter a "Saved Report Title." On the PDF version, it will appear at the top and take place of the generic report name. In the Excel version, you would have to do a "Save As" and rename it when saving it to your computer. However, you can also have the system send the report out to you under Saved Actions on the Home Page. Once you find the report you have saved, you can then click on the "New" link under Schedule, fill out the frequency and recipients, and save the schedule. The report will be sent to you on an ongoing basis and can be edited.

I hope that helps with what you are trying to do with the UtilityDirect Reports. Thank you for submitting your idea to us and I hope the solution I have outlined will be of some use to you. Please let us know if you have any questions or need more information and we will be happy to help any way that we can. You can reach our Legendary Client Service Center at (877)883-8337 or by email at support@schooldude.com.

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