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Edit a Company Level Custom Report

Objective

To edit a custom report that was created at the Company level.

Things to Consider

  • Required User Permission: 'Admin' on the Company level Reports tool.

Steps

  1. Navigate to the Company level Reports tool.
  2. Click Edit next to the custom report you wish to edit under the Custom Reports section.
    (Note: See Create a Custom Company Report.)
  3. You will be taken to the Set Details page of the custom report where you can edit the report name and/or description.
  4. When you are done editing the details of the custom report, click Next Step.
  5. Edit the building and customization of the report by dragging an dropping columns or grouping and filtering fields.
    (Note: For more information on editable fields in the report, see Create a Custom Company Level Report.)
  6. Click Create Report to save your changes. 
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Last modified
09:39, 12 Aug 2016

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