Edit a Custom Report
availability
Platform: | WebMobile |
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Plan Type: | BasicEssentialPremiumEnterprise |
User Type: | RequesterFull UserAdministrator |
This article explains how to edit a custom report.
To edit a custom report:
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From the sidebar, select Reporting > Custom Dashboards.
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Select the custom dashboard to which the custom report is added.
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Locate the custom report, do any of the following:
- Select then Edit Filters.
- Select (more options), then Edit.
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Update the custom report columns and filters as needed. For details, see Create a Custom Report.
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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.