This article explains how to rename a Standard System Report (a pre-configured report template provided within Assure for a specific module) before generating it. Renaming a Standard System Report applies a custom title to the report output, making it easier to identify when running multiple reports within a short period. The renaming step takes place between selecting the report from the Reports dropdown and choosing the output format. This process applies consistently across all Assure modules. The report output formats available are: browser view, PDF, Word, and Excel.
Overview
In Assure, a Standard System Report (a pre-built, system-defined report template that outputs data from a specific module) can be renamed before the report is generated. Renaming a Standard System Report customises the title that appears on the report output, which is particularly useful when running multiple reports over a short period and needing to distinguish between them at a glance.
The process described below uses the Incident module as an example, but the steps apply in the same way across all Assure modules.
Tip: When naming a report, include a reference to the report type or the filter conditions applied. This makes the report easier to identify later.
How to Rename a Standard System Report
Navigate to the relevant Module
Click the Reports button and select the required Standard System Report from the dropdown list.
Click the Edit button located at the right-hand side of the dropdown.
A pop-up window appears. Enter the new name for the report in the text field provided.
Click OK to confirm the new name.
Reopen the Reports menu.
Select the required Standard System Report from the drop-down field.
Click the Queue Report to download as button and select the output format for the report.
The report will now generate and displays with the customised title applied.
AI Metadata
- Product Area: Assure -- Reporting, all modules
- User Role: All users with the View Reports role permission
- Tags: Standard System Report, rename report, custom report title, Reports, Reporting, output format, browser, PDF, Word, Excel, Incident, module
- Version/Region: All Assure versions; all regions
- Important Synonyms:
- Standard System Report = Standard Report, pre-built report, system report
- Reports button = Reports menu, Reports dropdown
- Edit button = rename button, pencil icon
- Browser view = View in Browser, Viewer
- Custom title = renamed report, report name
- Suggested Embedding Keywords: rename standard report Assure, how to rename a report, custom report title Assure, change report name Assure, standard report Assure, Assure report output format, PDF report Assure, Word report Assure, Excel report Assure, Assure Reports button, identify reports Assure, multiple reports Assure
- Relevant Modules and Cross-Module Implications: This workflow applies universally across all Assure modules (for example: Incident, Risk Assessment, Audit, Equipment Register, Contractor Register, Action Manager). The rename step occurs after selecting the report type from the Reports dropdown and before selecting the output format. The custom title is applied only to the generated report output and does not permanently alter the Standard System Report name in the system. This is consistent across all modules.