Editing a Report

This topic explains how to make changes to the settings of a report you have created. The report settings you can change depend on the type of report you are working with (standard or template-based) and the role you are using. See Report Customization Options by Role for detailed information.

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 and description.

   • Specify and rename the report columns.

   • Filter the report data.

   • Sort and group the data to organize your report.

   • Add counts and totals.

   • Specify the output file type.

   • Share the report with other users.

   • Schedule the report to run for yourself or other users, 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.