Edit a Report

You can edit any report.
  1. Do one of the following:
    • From the Navigation menu, click located on the right of the report name you want to edit and click Edit.

      • Note: The Report Menu options will differ when viewing a report where you are not the Report Creator. When viewing a public report, only the following Report Menu options will be available: Settings (My Settings and Display Settings), Save As, Download, Email, Information and Notes. Only the Report Creator has access to all of the Report Menu options.

    • From an existing report, open the Main Menu bar and click .
  2. Modify the report as necessary.

    3. Tip: Create a new copy of the existing report before editing it to keep the original as a backup.

    1. Click the report name box and edit the name of your report.
    2. Click the arrow to change the report type.

      3. Caution: Switching between Report Types will result in the loss of all field selections.

    3. Do the following to save the report in an existing folder or create a new folder:
      1. Click the Save In arrow to view and select an available folder where your graph will be saved.
      2. Choose or create folder: Enter values in this box to filter and find the folder where your graph will be saved.
      3. Make your selection.
      4. Create a Folder where you can save your reports. (Optional)
        • Click the Add New Folder button to open the Create Folder modal.
        • In the Folder Name box, type your new folder name.
        • Select the desired Parent Folder from the list.
        • Click Create to create your new folder or Cancel to return to the previous page.

          • Note: The data source of the report displays.

    4. Do the following to edit fields:
      1. Click Expand All or Collapse All to view or hide all available options in order to easily narrow down on the desired field(s).
      2. Click the Fields tab and drag the desired data field(s) to the Columns section in the Layout section. Repeat this step to add multiple fields. Data dimensions will display based on the selected Report Type.
    5. Click Custom Field to create a new custom field. For more information, see Creating and Using Custom Fields.
    6. Click to add a filter. For more information, see Add a Filter.
    7. Click on the desired data field to add a pivot. For more information, see Add a Pivot.
    8. Do the following to remove a column:
      1. Click on the column that you want to remove. A confirmation message displays.
      2. Click Delete.
    9. Do the following to edit the subtotal and/or total display:
      1. Click to view the available Report Builder Settings options:
        • Show Subtotal: Select one of the following:
          • None: The report will not display a subtotal. This is the default.
          • First: A subtotal will display in the first column of your report.
          • All: A subtotal will displays for every numerical column of your report.
        • Show Total: Select one of the following:
          • Yes: The report will display a total. This is the default.
          • No: The report will not display a total.
      2. Click Save to save your changes or Cancel to return to your Report edit page.
  3. Click Save to open the Save menu.
  4. Select one of the available options:
    • Save: To save the report without exiting the Report Edit page.
    • Save as copy: To save a copy of the report. You will need to rename the report in the Navigation Menu.
    • Save & Close: To save the report and close the report edit page. The report will then run.
    • Save & send by email: To save the report and send an email with the report attached.
    • Save & Create new: To save the report, close the Report Edit page, and create a new report.

    Note: Click Save to save your changes at any time.