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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 report:

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

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

  3. Locate the report and select (more options), then Edit.

    tip

    You can also select then Edit Filters to only edit the filters added to the report.

  4. Update the report as needed. For details, see Create a Custom Report.

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

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