Editing a Report

This article demonstrates how to edit an existing report.

Article #: 8

How To: edit a report

Similar questions: editing a report, modify a report, modifying a report, changing a report, change a report

Purpose: To learn how to edit an existing report

Steps

  1. Navigate to the CCaaS main page
  2. Click on the Document icon located on the left side of the screen and select My Reports
  3. Select the report you would like to edit by clicking the three dots icon associated with the report on the right side of the screen.
  4. A dropdown menu will appear. Select the Edit option.

Another option is to edit a report that is already open. The Edit button will be in the top right hand corner.

  1. While in the Edit screen, if you want to edit an existing column, hover over that column and click the menu button to the right (three dots icon). This will allow you to edit that column or delete it. If you edit the column, it will open up the values as you defined them previously.
  2. If you would like to add a new column, select the dropdown menu on the left side of the screen under Search. Once you’ve chosen a column you’d like to add, click the Add button.
  3. To reorder the columns, you can do so by clicking on the column header, and clicking and dragging the column into the location you want it
  4. Click the Next button when done
  5. Here you may redefine your summary boxes at the top.
  6. Click the Next button when done
  7. On the final screen, you may choose to save this updated report as a copy, or you can overwrite the original report. If you do save the report as a copy, make sure you adjust the report title so that you can tell the two reports apart from one another.
  8. Click Save Report when done.

After saving your changes, your report will be added to the list of available reports.