How to get here
In the left-hand menu, click Reports.
Find the report you want to edit in the list.
Click the report to open it.
You are now on the Edit report screen.
Step-by-step guide
Step 1 — Adjust the date range
Use the Date range From and Date range To fields to change the period the report covers. Both fields are required. Click a date in the date picker or type it directly.
Step 2 — Change the data source (optional)
The Data source field determines which data the report draws on. Select a new source from the drop-down if you want to change the report's basis.
Step 3 — Save the report
Click the Save button in the top right corner. A dialog opens with the following fields:
Name
Required. The name the report is shown with in the report list.
Description
Optional. A short explanation of the report's content or purpose.
Is global
Optional. Check this box to make the report visible to all users in the system. Requires special permission.
Type
Required. Select which category the report belongs to (e.g. Sales, Members, Finance).
Click Save in the dialog to confirm. The report is updated and you remain on the screen.
Step 4 — Delete the report (optional)
Click the Delete button in the top right corner. A confirmation dialog appears. Confirm to permanently delete the report. You are redirected back to the report list. Deletion cannot be undone.
Do you need help?
Contact BookingBoard support via the chat in the system or at support@bookingboard.io.