Editing a Report

This topic explains how to make changes to the settings of a report you have created.

To edit a report:

1. Select Reports > Report List and use the filters and keyword search to find the report you want to edit. Click the report name to display the Report Detail screen.

2. If desired, update the Report Name. The report name must be no more than 100 characters long. Forward slashes, (/) back slashes (\), and non-ASCII characters are not allowed in the name.

3. Change the report settings as needed.

   • Update the report category.

   • Filter the report data.

   • Sort the data to organize your report.

   • Specify the output file type.

   • Schedule the report to run one time or on a recurring basis.

   • Mark the report as a favorite.

4. Click Save. Your updated report is available in your Report List.

To delete a report:

To delete a report while you are viewing its settings, click Delete. The report is removed from your Report List.

If you are a PA at the root level of the hierarchy and you delete a shared report, the report is also removed from the Report List for all roles it was shared with.