Enhanced Reporting: Edit a Company Report

Objective

To modify a report using the Enhanced Reporting tool. 

Things to Consider

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

Steps

To edit a custom report created using Enhanced Reporting, follow the steps below:

1. Navigate to the Reports tool.

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