You will need to use Crystal Reports to edit the report files. (You will have to purchase Crystal Reports separately)

Use an existing report for as a template. The reports can be found in

"C:\Program Files (x86)\Fidelity Systems\Total Control Premier\Reports\”

Copy the report out of the reports folder to a temporary location (e.g. Desktop) while it is worked on.

Once you have completed modifying it. Rename it so it does not over write the original report.

Copy it back to the new report back to the reports folder

Download and install Notepad++ from https://notepad-plus-plus.org/

To be able to see the new report in TCP open the following file in notepad++. You will need to have administrative rights to do this. Notepad++ will prompt when needed.

“C:\Program Files (x86)\Fidelity Systems\Total Control Premier\Resources\Reports.XML”

Scroll to the end

Enter a blank line above </Reports> see image below

Modify the parts in Red and copy the text into the blank line, see image below.

<Report Name="Report Name" Filename="FileName.rpt" Description="Report Description" GroupCode="99" Version="1" ReportType="xx"> </Report>

Report Name=Text that appears in the Report Selection

FileName=      filename of the new report

Description=    A brief description of the report

GroupCode=   ”99” This is constant do not change

Version=          Revision number of the report.

ReportType=   This value copied from the original report to find it search(CTRL+F) the reports.xml file for the original file name and copy the value.

Save the Reports.XML file.  At this notepad++ will prompt for admin rights if has not already. Say yes and confirm any prompts. Close notepad++

Your report will now be in the list of available reports in TCP under “User Defined”.