What This Screen Does

This is where you modify an existing report template. Think of it like editing a spreadsheet layout — you can change which tables and columns appear, adjust filters like date range and data source, rename the report, and decide who can see it. You can also delete the report entirely if it is no longer needed.

How to Get There

Open the dashboard.
In the left-hand menu, click Reports.
Find the report you want to edit and click on it.
You are now on the Edit Report screen.

Note: If the report is not editable (it was marked as read-only), the system will automatically redirect you back to the Reports list. You cannot edit built-in or locked reports.

Step-by-Step Guide

1. Review the Breadcrumbs

At the top of the page you will see a breadcrumb trail: Dashboard → Reports → Edit.
The heading shows the current name of the report.
You can click Reports in the breadcrumb to go back to the reports list.

At the top of the report builder area there is a toolbar card.
Use the toolbar to set the report’s filters:

Field	Required	What to Enter
Date Range (From)	Yes	The start date for the data the report should include.
Date Range (To)	Yes	The end date for the data the report should include.
Data Source	Yes	Select one or more data sources that feed information into the report. The report tables will not load until at least one data source is selected.

When you change a filter, the report data reloads automatically — you do not need to press a refresh button.

3. Work with Report Tables

Below the toolbar you will see one or more tables that make up the report.
Each table displays rows of data based on the filters you set above.
Within each table you can:
- Rearrange columns — change which columns are visible and in what order.
- Edit column settings — adjust how each column displays its data.
If the report has no tables yet (or data is loading), you will see a loading skeleton placeholder.

4. Add a New Table

Scroll to the bottom of the page.
Click the Add new table button.
A new table will be added to the report using the default table template.
You can then customise its columns and settings.

5. Delete the Report (optional)

If you want to remove this report entirely, click the Delete report button in the top-right corner.
A confirmation dialog will appear asking: “Would you like to delete this report?”
Click Cancel to go back, or click Delete to confirm.
If you confirm, the report is permanently deleted and you are redirected to the Reports list.

6. Save the Report

When you are happy with your changes, click the Save report button in the top-right corner.
A save dialog will appear with the following fields:

Field	Required	What to Enter
Name	Yes	A clear, descriptive name for the report (e.g. “Monthly Revenue Overview”).
Description	No	A short explanation of what the report shows. Helpful for other users who might use it.
Is Global	No	Toggle this on if the report should be visible to all administrative users. Leave it off to keep it private.
Type	Yes	Select the report type from the dropdown. Options correspond to the available report types in the system (e.g. financial, membership, attendance).

After filling in the fields, click Save (or the confirm button) in the dialog.
The system will:
1. Validate your inputs.
2. Update the report template on the server.
3. Redirect you to the Reports list.
You will see a success notification confirming the report was saved.

What Happens Behind the Scenes

Saving a Report

You click "Save report"
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Save dialog opens — you fill in name, description, visibility, and type
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You confirm the save
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API call: ReportsService.updateReportTemplate({ id, body: dto })
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Server updates the report template and returns success
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Success notification appears
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You are redirected to /reports (the reports list)

Deleting a Report

You click "Delete report"
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Confirmation dialog appears
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You click "Delete"
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API call: deleteReportTemplate({ templateId: id })
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Server deletes the report
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API call: getReports() — refreshes the reports list
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You are redirected to /reports (the reports list)

Troubleshooting

“I was redirected back to the Reports list immediately”

The report you tried to open is not editable. Some reports are locked or built-in and cannot be modified.
If you need to change a locked report, create a new report based on it and edit the copy instead.

“The tables are not loading — I just see a loading skeleton”

Make sure you have selected at least one data source in the toolbar. Tables will not load without a data source.
Check your date range — if the “from” date is after the “to” date, no data will be returned.
If you have selected a data source and the skeleton persists, try refreshing the page. There may be a temporary connection issue.

“I clicked Save but nothing happened”

Make sure all required fields in the save dialog are filled in. The Name and Type fields are required.
If the name field is empty, the save will not go through. Enter a name and try again.
Check for any red error messages in the dialog — they will tell you what needs to be fixed.

“I accidentally deleted my report”

Unfortunately, deleting a report is permanent. There is no undo.
If you need the report back, you will have to recreate it from scratch.
To avoid this in the future, double-check the confirmation dialog before clicking Delete.

“I do not see the Delete or Save buttons”

The action buttons are in the top-right corner of the page, next to the breadcrumbs.
On smaller screens, you may need to scroll up to see them.
If you still do not see them, you may not have permission to edit this report. Contact your administrator.

“I saved the report but my changes are not showing”

After saving, you are redirected to the Reports list. Open the report again to verify your changes were applied.
If the old data still appears, try refreshing the page — your browser may be showing a cached version.
Make sure you clicked the confirm button inside the save dialog. Closing the dialog without confirming does not save anything.

“The data in my tables looks wrong or incomplete”

Check the date range in the toolbar. The tables only show data within the selected dates.
Verify that the correct data source is selected. Different data sources return different types of information.
If the data still looks wrong, the underlying data may have changed. Reports show live data, not a frozen snapshot.

“I get an error when trying to save”

A red error notification will appear. Read the message carefully.
Common causes: network timeout, server issue, or the report was deleted by another user while you were editing.
Try saving again after a few seconds. If the error persists, contact your administrator with the error message.

Edit a Report