Effortlessly Edit Reports in Your System
Accessing the Reports Module:
Step 1: Finding the Reports Module
Begin by locating the Reports module within your system.
Step 2: Viewing Your Reports
Click the 'View Reports' button located in the top right corner. This action will open a list of all available reports, including starred and unstarred reports, along with those categorized as Organization, Public, Private, and Shared.
Editing a Report:
Step 3: Selecting a Report to Edit
Identify the report you want to edit, then click on the three vertical dots at the right corner of the report.
Choose the 'Edit' option from the dropdown menu to start editing.
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 12 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.