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Editing a Report

How an existing standard or custom report is edited using the same builder used to create one

An existing report — standard or custom — can be edited using the same builder used to build one in Create Report.

Editing a Report

  1. From My Reports, select the ... icon next to the desired report
  2. Select Edit
  3. Edit, add, or delete columns, and adjust the overall summary the same as when building a new report
  4. Finalize the edit by choosing to save as a copy or overwrite the original report
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Save as a Copy

Saving as a copy is recommended over overwriting the original report, since overwriting cannot be undone.

Updated about 21 hours ago