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.

2. From the Reporting module, select the Custom Dashboards tab.

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

4. 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.

5. Modify any of the following to update the report:

   • Selected columns.
   • Formulas.
   • Filters.
   • Visualization.

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

tip

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