Rename a Set of Saved Options

If your security role gives you the required access, you can change the name of a set of saved options.

To rename a set of saved report options, complete the following steps:

1. From the Ajera CRM Navigation menu, click Reporting and click the type of report.
2. Select the report for which you want to rename a set of saved options.
3. Click the Options column and click .
4. Click next to Options on the Options dialog box, and then click the folder in which the option set is located.
5. Right-click the name of the option set, and click Rename on the shortcut menu.
6. Enter the new name and press ENTER.

Alternative procedure: To rename an option set in the same way on the Organize Options dialog box, click next to Folder Name.