Edit a Custom RFI Report
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- Navigate to the project's RFIs tool.
This reveals the RFIs page. - Under Custom Reports in the right pane, click the desired custom report.
This launches the Reports tool. - Click Edit.
This places the report in edit mode - Edit the report content as desired.
Notes:- 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).
- For more information, see Create and View a Custom RFI Report.
- Click Update Report.
This saves your edits to the custom report.
Note: Custom RFI reports are only viewable under the RFIs tool; they are not shown under the Reports tool.