{"id":3318,"date":"2016-09-21T16:24:43","date_gmt":"2016-09-21T04:24:43","guid":{"rendered":"http:\/\/help.psoda.com\/?page_id=3318"},"modified":"2023-08-24T01:48:05","modified_gmt":"2023-08-24T01:48:05","slug":"a201350","status":"publish","type":"page","link":"https:\/\/www.psoda.com\/help\/a201350\/","title":{"rendered":"Move report template"},"content":{"rendered":"
This popup<\/a> form can be accessed via the \"Options<\/a>options menu in the top header area of the \"Report<\/a>report template view page, as shown in Figure 1. Alternatively you can access the \"Move<\/a>move popup form via the \"Actions<\/a>actions column menu of the Report templates<\/strong> tab at the \"Contact<\/a>organisation view page, as shown in Figure 2.\r\n

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Figure 1 – Access via options menu<\/strong><\/p>\r\n

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Figure 2 – Access via report templates tab<\/strong><\/p>\r\n \r\n\r\nThis popup is shown in Figure 3 and is\u00a0used to move an existing report template.\r\n

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Figure 3 – Move report template form<\/strong><\/p>\r\nUse the tree navigation layout to select the new parent asset. You can show or hide levels or sub-levels by clicking on the \"expand<\/a>expand or \"collapse<\/a>collapse icons.\r\n\r\nSelect the name of your desired parent asset and if you are happy with the selection click on the “Move report template<\/strong>” button at the bottom of the form.\r\n\r\nNote: names with a\u00a0\"pink<\/a> cannot be selected.\r\n\r\nIf you do not want to move this report template anymore then you can click on the “Cancel<\/strong>” button to close the form.<\/div>\r\n

Related Topics<\/strong>\r\n