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How to Edit or Change Existing Report
How to Edit or Change Existing Report

Below are the steps needed to modify an existing report template in Explore

Vivvix Support avatar
Written by Vivvix Support
Updated over a week ago
  1. Click Explore on the left-side of the home page.


  2. Choose View Report Specs.

    Locate report to edit/change and click the 3-Dot action menu to the right of report.

    Click Clone. This will keep the original report and create a new report.


  3. Rename the report in the blue bar towards the top-left.

    Click the step(s) you wish to change and make the changes.

    • Check the Brand/Categories step to ensure account/category is correct.

    Time Period will change the date.

    Click Run in the far right in blue bar.

    This will save the new report and keep the original report you used as your template.


    If you have any additional questions, you can reach out to your local Vivvix Client Success Manager. Our support team is also available for assistance via email at support@vivvix.com.

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