[Evergreen-reports] Editing a Report Template Created by Admin

Tony Miller tony at poplarbluff.org
Tue Feb 21 17:22:28 EST 2023


It will be easier to clone the report and set the new email recipient on
the clone. The reports that are in the shared folders will not be able to
be edited unless you are the person who made the report.

On Tue, Feb 21, 2023 at 12:01 PM Elizabeth Davis via Evergreen-reports <
evergreen-reports at list.evergreen-ils.org> wrote:

> Hi Brian
>
>
>
> While you can view the output via the Shared Folders, I don’t think we can
> edit the report.  Do you have the login in credentials for that account?
> You should be able to use the same workflow you are following in the video
> while logged in as the admin user.
>
>
>
>
>
> *Elizabeth Davis* (she/her), *Support & Project Management Specialist*
>
> *Pennsylvania Integrated Library System **(PaILS) | SPARK*
>
> (717) 256-1627 | elizabeth.davis at sparkpa.org
> <katherine.dannehl at sparkpa.org>
> support.sparkpa.org | support at sparkpa.org
>
>
>
> *From:* Evergreen-reports <
> evergreen-reports-bounces at list.evergreen-ils.org> *On Behalf Of *Brian
> Holda via Evergreen-reports
> *Sent:* Tuesday, February 21, 2023 12:48 PM
> *To:* Brian Holda via Evergreen-reports <
> evergreen-reports at list.evergreen-ils.org>
> *Cc:* Brian Holda <brian.holda at calvin.edu>
> *Subject:* [Evergreen-reports] Editing a Report Template Created by Admin
>
>
>
> Hey Evergreen Reports Listserv,
>
>
>
> This seems like something I’d imagine is straightforward, but maybe not?
> (I’m still pretty new to Evergreen reports, fwiw)
>
>
>
> We have a report that was created by “admin” in Evergreen. I’m just trying
> to replace the completion notification e-mail in the report template. When
> I edit and click “save report,” it says “Action Failed”.
>
>
>
> Here is a 45-second video
> <https://www.loom.com/share/0de5146ca0b349c4b4d7fa0c670b21cf> if it helps.
>
>
>
> Any ideas?
>
>
>
> Thanks,
>
> Brian
>
>
>
>
>
>
>
> Brian Holda
> Library Technology Manager
> Hekman Library
> Calvin University
> (616) 526-8673
>
> <https://library.calvin.edu/>
>
>
> _______________________________________________
> Evergreen-reports mailing list
> Evergreen-reports at list.evergreen-ils.org
> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-reports
>


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