How to Make Changes to a Report

Use the following steps to make changes to an existing Report:

  1. From the left side navigation menu select Reports > Custom Reports.
  2. The Custom Reports page opens. The CUSTOM REPORTS tab is selected by default.
  3. In the list, locate the Report you want to edit.

  4. On the far right of the report line, hover over the more options menu.
  5. Click Manage from the sub-menu that appears.
  6. The Edit Report dialog displays.

  7. Using the Next and Previous buttons to navigate, make required changes on each page.
  8. Click the Finish & Save button to save your changes or Exit Without Saving button to discard.


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