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Helix Hint: Analytics- Adding an Action Column to a Report

  1. Edit a custom report in the Report Designer.

  2. Go to the Display Tab in the Ribbon.

  3. Go to the Options Group.

Use: Depending on where a report is used, sometimes you need to be able to do more than just open a record. You may need to Copy, Print or even Delete a record.

To perform this procedure, follow these steps. Remember, you can always call or text us for help!

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