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Edit a Company 360 Report

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Objective

To modify a 360 report. 

Things to Consider

  • Required User Permissions:
    • For company reports: the user is a company admin.
    • For project reports: 'Standard' or higher permissions on the 360 Reporting tool and the report was created by you or if you are a company admin.

Steps

To edit a 360 report created using the 360 Reporting tool, follow the steps below:

  1. Navigate to the 360 Reporting tool.

    • Use the company 360 Reporting tool for company reports.
    • Use the project 360 Reporting tool for project reports.
  2. Locate the report created in the 360 Reporting tool.
  3. Click the vertical ellipsis (⋮) and select Edit.
  4. Make desired changes to the report.
  5. Click Update Report.