Find and Replace Report, Template, and Metric Formatting

Find and replace allows you to globally change reports, templates, and metric formatting. You can replace autostyles, Report Data Options, metric formatting, and graph fonts for a set of reports, templates, and metrics.

This feature is helpful when a report design changes. For example, suppose the formatting of all your inventory reports must be changed. Create a new autostyle with the changes, search for only inventory reports, and substitute the new autostyle. Find and replace autostyles allows you to quickly switch the formatting of the selected reports.

The feature also is useful when standardizing the appearance of a set of metrics across the project. However, changes to metric formatting do not overwrite the format of such metrics set by individual reports or templates.

Before you can use the Find and Replace interface, you must have the Use Find and Replace privilege. For more information on privileges, see the System Administration Guide.

Replacing autostyles or Report Data Options invalidates the report caches. A new cache is created when the report is run for the first time after the replacement.

A report (or template) records the ID of the style when the style is applied, but it is possible that the style was changed after it was applied. In this case, the report is using the Custom style because the definition has changed. When Find and Replace is run, the report using the target autostyle, even if it has been changed and is displayed in the Report Editor as Custom, will be updated with the new autostyle.