How Do I Edit a Report?

Contents

  1. How Do I Edit Reports Within a Dashboard?
  2. How Do I Reorder Within a Dashboard?

Once your reports have been created, you can edit and reorder them using the following steps.

How Do I Edit Reports Within a Dashboard

  1. If you would like to edit a report that has already been created, click on the pencil icon in the top right corner of the report you want to edit.
  2. Adjust the settings to your liking.
  3. Click “Run Report” in the top right corner to re-run your report with the new settings.
  4. Repeat steps 1-3 until you are satisfied with your results.
  5. Click the “Save” button to save your results.
  6. To undo any unsaved changes, click the X button in the top right corner of the report.

How Do I Reorder Reports Within a Dashboard

  1. Navigate to the desired dashboard you would like to rearrange.
  2. Click the pencil icon in the very top right corner. Be sure you are not clicking the pencil icon that is used to edit a report.
  3. Click and drag the hamburger icon to rearrange the reports into their desired positions.
  4. Click the “Save” button once completed.

FAQ

  1. What is Reports?
  2. How Do I Create a New Report?
  3. How Do I Create a New Dashboard?
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