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How To Edit a Report?

Ray avatar
Written by Ray
Updated over a week ago

Effortlessly Edit Reports in Your System

Accessing the Reports Module:

Step 1: Go to the Reports Section

From your dashboard, click on the Reports tab in the left-hand navigation menu.


Step 2: View All Reports

Click on the three-dot menu (⋮) at the top right corner of the Reports section.
From the dropdown, select "View Reports".
You’ll now see all your reports, including those marked as favorites, and those listed under Organization, Public, Private, and Shared categories.


Editing a Report:

Step 3: Open the Report for Editing

Find the report you want to edit.
Click on the three-dot menu (⋮) next to the report name, and select "Edit".

Step 4: Beginning Your Editing Process

  • You'll be directed to the 'Edit Report' page, which displays the report name at the top and a list of widgets at the bottom.

  • Remember that you can add up to 20 widgets to a report.

    Note: While you can edit any widget except for the Account Quality Score and Tabular Bar Chart, the platform will still process all details expected from these charts.


Saving Your Changes:

Step 5: Don't Forget to Save!

  • Ensure you save your work by clicking the 'Save Report' button.

  • This step is crucial to preserve all the changes you've made to the report.

With these user-friendly steps, editing and customizing your reports become straightforward and efficient.

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