Edit a Report

GUIDE STATUS: DRAFT

Overview

Reports are generally fairly straightforward, but there are many different facets that are usually left unexplored. Browse this guide for a more in-depth guide to the reporting application and the ways a report can be edited. First, follow the below instructions to navigate to a report of your choice before continuing on with the rest of the guide.

1. Input "Reports" into the filter navigator.
2. Click View / Run under Reports.
   
   
   
   
3. Search for the report you would like to copy by using the navigation bar at the top of the content frame. 
   1. Use the different tabs, My reports, Group, Global, or All to locate a report based on its sharing settings.
   2. Once navigated to the right tab, use the search field at the right of the navigation bar to locate the specific report.
      
      
   
   
   
4. Click the title of the desired report.
   
   

Data

Type

Configure

Style

Save/Copy/Delete

Sharing

Filtering