Editing Your Report Template Fields

After you have downloaded your report template into Certify BPP, you may have to edit some of the values in your report, especially if you customized your field names.

To edit your Certify BPP report template fields:

1. From the Certify BPP menu, click Design.

   The Design screen appears.

   

2. Click the Edit button next to the report template that you want to edit.

   The Design screen opens and displays all of the merge fields.

   

3. In the right pane, click Edit next to the merge field in which you want to change the value.

   The Data Selection dialog appears.

   

4. Click Select next to the value to map to your merge field.

   After you make your selection, the dialog closes, and the new value appears in the selected merge field.

5. If needed, repeat this process for other merge fields.
6. After you complete your edits, click Save/Close.

 

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