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Edit a Custom RFI Report


To edit a custom RFI report's type, name, preferences, columns, and/or filtering.

Things to Consider

  • Required User Permissions: 
    • 'Admin' level permissions to the RFIs tool to edit all reports that are not marked 'personal' to another user.
    • 'Standard' level permissions on the RFIs tool to edit the reports created by that user.
    • 'Read Only' level permissions to the RFIs tool to view RFIs.
  • The data displayed in the custom portfolio reports is dynamically generated and always reflects current project data.
  • Custom RFI reports are only viewable under the RFIs tab; they are not shown under the Reports tab.


  1. Navigate to the project's RFIs tool.
  2. Under Custom Reports in the right pane, click the report to edit.

  3. Click Edit Custom Report in the right pane to open the report in edit mode. 
  4. Edit the report content.
    (Note: You can edit the type, name, sort by preferences, columns, and/or filtering according to your needs. When you edit the RFI report type, those changes will automatically be reflected. For example, if you previously marked a report as personal and unchecked that option, the report will now be visible to everyone in the project (if it is a project-specific report), or everyone in each of the company's projects (if it is a 'global' report). See Create and View a Custom RFI Report.)
  5. Click Update. (Note: The custom RFI report will now reflect your recent changes.)


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