Rename a custom report or invoice format
When working with a custom format in Practice CS, you may have created a copy of the invoice, statement, report, or label/letter and would like to give the new format a more meaningful name that better describes the format.
Follow these steps to rename a custom format in the Custom Format Editor:
- Double-click the format you want to rename. The format opens in the format layout editor.
- Select
on the toolbar. Edit the description for the copied format on the main tab. Enter a new format name at Enter a description for this format.noteYou can't rename a standard report. If you want to modify a standard report, it's recommended that you first make a copy of the report: right-click on the report and selectCopy Format. This will addCopy of <Report name>to the list of formats. Open the copy and make your changes. Save the changes, then open the Format Wizard and change the name of the copy. - SelectFinish.
