Rename a Corporate Reporting Setup

Use the Corporate Reporting Setup submodule to rename a corporate reporting setup.

To use the Corporate Reporting Setup submodule, you must have access to Settings as defined in the Employee cross-company access submodule under Settings.

To rename a corporate reporting setup:

  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 reporting setup that you want to rename.
  3. In the left navigation pane of the Settings screen, click Folders, Reports & Documents > Corporate Reporting Setup (308).
  4. In the reporting setup drop-down menu of the grid toolbar, select the reporting setup that you want to rename and click Rename reporting setup .
  5. In the Rename Reporting Setup dialog box, specify a new setup name and click OK.