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.
- Navigate to the Company level Reports tool.
- Find the report you want to edit and click the vertical ellipsis (⋮) icon and select Edit.
Note: See "Create a Custom Company Report" in the See Also section below.
- You will be taken to the Build Report page where you can 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."
Note: To edit the Title, Description, or Tools included in the report, click Previous Step.
- Click Update Report to save your changes.