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Making Changes in Previous Steps

Once a report is started, you can return to previous steps at any time as long as you have not logged out or the session has not been terminated. It is important to keep selections consistent throughout the report creation process. Be especially cautious of changing information in the earliest steps after you have chosen all other options. If you are doing a group report and change Step 3, selections made in Step 5 need to be reorganized based on a new sort order. It is best to review all steps after making any changes to ensure that all of the information is compatible.

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