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RtReports

Check in and check out report templates

  • Last UpdatedJan 24, 2023
  • 1 minute read

You may view a report template in the editor, but in order to edit it, you must first check it out.

Released report templates cannot be changed.

Only one person may edit a report template at a time.

  1. Open a report template and select File > Check Out.

    The report template remains checked out to you until you either check it in or release it to production.

  2. To check in a report template, select File > Check In.

    If the user who checked out the report is not available to check it in, an administrator must be signed in and click Admin > Check In Report.

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