Editing a report allows you to modify key aspects, such as its title, description, and audience. Whether you are updating an internal report for organizational use or an external report for public access, this section will walk you through the steps for each.
Initial Steps Shared by Internal and External Reports
The initial steps for editing a report are the same for both internal and external reports, followed by specific steps for each. After completing the initial steps below, follow the specific steps based on the type of report you are editing.
1
Locate and Expand on a Report
On the Reports page, locate the report you want to edit.
Select the expand control or select the report title.
Report Title and Expand Control
2
Select View
From the expanded view, select the View button.
The report will open in view mode.
View Button
Next Steps: Editing Internal vs. External Reports
After following the shared steps above, continue to the specific section based on the type of report you are editing.
Editing Internal Report's
Learn how to edit internal reports used within your organization.
Editing External Report's
Learn how to edit external reports used for public access.
The following sections describe the specific steps to edit each type of report.
