Edit a report or dashboard

Report Editors can edit any report/dashboard if you have the correct permission. You can open the existing report/dashboard on the Home Page or on the Analytics Menu.

  • Home Page:

    • In the My Reports and Dashboards section click See more next to the report/dashboard you want to edit and select one of the options.

      • or

    • In the My Reports and Dashboards section click the name of the report/dashboard you want to edit. The report/dashboard opens.

  • On the Analytics Menu click the name of the report/dashboard you want to edit. The report/dashboard opens.

View report details

View dashboard details

Export a report

Export a dashboard

Copy a report or dashboard

Edit report sections

Edit dashboard sections

Presentation mode

Change ownership

Email a report or dashboard

Subscribe to a report or dashboard

Delete a report or dashboard