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Edit a Custom Report

availability
Platform:WebMobile
Plan Type:BasicEssentialPremiumEnterprise
User Type:RequesterFull UserAdministrator

This article explains how to edit a custom report.

To edit a custom report:

  1. From the sidebar, select Reporting > Custom Dashboards.

  2. Select the custom dashboard to which the custom report is added.

  3. Locate the custom report, do any of the following:

    • Select then Edit Filters.
    • Select (more options), then Edit.
  4. Update the custom report columns and filters as needed. For details, see Create a Custom Report.

  5. Select Save Changes to save the custom report with your changes.

note

You can also duplicate or rename your custom dashboard card. For details, see Manage a Custom Dashboard Card.