Edit Reports
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This article provides an overview of how to edit your Report and the description of each Report component.
In this article:
- Report Components
- How to Edit the Report
- How to Edit Columns Name
- How to Delete Columns
- How to Move Columns Within Your List
- How to Show and Hide Available Columns
- How to Add Columns
- Rename Reports
- Move Reports into Other Folders
- How to Change Who Can Access the Report (Corporate Report)
- How to Change Who Can Access the Report (Personal Report)
- How to Add Public Description
- Save Changes to Report
Report Components
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Columns define data points captured in Report Results.
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Details define Report Name, Folder of the Report location, Category, and how the data is being grouped (Group Type).
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Security Groups define who can access the Report.
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Public Description defines the description of the Report.
How to Edit the Report
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Click Reports to show all the Available Reports.
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Click to the Folders where the Reports is located.
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Hover to any report and click Edit.
Rename Reports
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Click Reports to show all the Available Reports.
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Click to the Folders where the Reports is located.
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Hover to any report and click Edit.
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Under Name, edit the name to rename the Reports name.
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Click Update.
Move Reports into other Folders
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Click Reports to show all the Available Reports.
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Click to the Folders where the Reports is located.
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Hover to any report and click Edit.
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Under Details, select a Folder under the Folder drop-down list.
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Click Update.
How to Edit Columns Name
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Next to the selected Column, click Edit.
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Enter a New Column Name of the column in the text box.
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If you want to undo the change, click Cancel.
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If not, click Update to update the Column Name.
How to Delete Columns
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Next to the selected Column, click Delete.
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If you want to undo the delete, click Restore.
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If not, click Update to delete the Column.
How to Move Columns Within Your List
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Hover over the selected Column until the pointer change to be a four-headed arrow.
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Drag the pointer to a new position in the list.
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Click Update to update the Column.
How to Show and Hide Available Columns
To show Available Columns, simply click the SHOW AVAILABLE COLUMNS button on the bottom left corner or the Show button next to Available Columns.
To hide all Available Columns, click HIDE AVAILABLE COLUMNS.
How to Add Columns
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Click Show next to Available Columns.
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Hover over the selected Column on the Available Columns until the pointer change to be a four-headed arrow.
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Drag the pointer to a new position into the Columns list.
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Click Update to update the Column.
How to Change Who Can Access the Report (Corporate Report)
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Click Show next to Security Groups.
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Check to provide access or Un-check to remove group access.
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Click UPDATE.
How to Change Who Can Access the Report (Personal Report)
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Click Show next to Users.
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If you want to remove all the Users, select Remove All.
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If you want to add a new user, select Add New.
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If you want to hide the user list, select Hide.
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If you select Add New, you will get directed to Add Users screen.
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To add new user, click Add User under the user name that you want to select.
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If you cannot find it, click SEARCH.
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Once you are done adding new users, click CLOSE.
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The new selected user will appear under Users.
Saves Changes to Report
Once you have finished editing the Report. Click Update and Close to return back to Available Reports screen. A notification will appear on top of your screen to show that Report updated successfully.
