Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

You can edit the configuration and details of an existing custom report you have created. For example, you might want to change the title, the way in which it is filtered, or how often it is scheduled to automatically rerun.

...

To edit an existing report:

  1. In the My reports sectionorAll reportstab, locate the report you wish to edit, and on the right-hand side, click the ellipsis ().

    Screenshot 2024-01-22 at 10.35.37.png

  2. From the menu, click Edit.

    Screenshot 2024-01-22 at 10.36.36.png

    The report wizard, which is used when initially creating the custom report, opens, allowing you to edit the details of the report.

    Screenshot 2024-01-22 at 10.37.30.png
  3. When you’ve finished editing the report, navigate to the final page of the wizard by clicking the Next buttons, and then on the final page, click Submit to save the changes.

    Screenshot 2024-01-22 at 10.38.44.png

...