Editing External Reports

External reports are designed for public sharing to individuals outside of your organization. Editing an external report requires additional steps, compared to internal reports, such as updating the public report identifier.

Important Notes for Published Reports: If the report has a status of Finalized and is edited and saved, it will automatically unpublish, returning the report to a Draft status. The report will need to be republished to regain finalized status.

To edit an external report, follow the steps below:

Step 1. Select Edit

After following the Initial Steps 1 and 2 on the Edit Report page, select the Edit button.

External Report: Edit Button

Step 2. Edit Report Details

After selecting Edit, the following fields will become editable:

1. Title

2. Description

3. Audience

4. Public Report Identifier

If you change the Audience from External to Internal, the "Public Report Identifier" field will no longer display. This field is only required for external reports.

External Report: Editable Fields

Managing Your Edits

Once you have made changes, you have the following options:

• Cancel

  • This will discard all changes made during this editing session and exit edit mode.

• Reset

  • This will revert all edits back to the original state before saving.

• Save

  • This will save all changes to the report.

External Report: Buttons to Manage Edits

Step 3: Save and Confirm Edits

Once all changes have been reviewed, select Save to apply your edits.

1. A confirmation modal will display to ensure you want to proceed with saving the changes.

2. Select Confirm to finalize the edits or select Cancel to go back and make further modifications.

External Report: Confirm Edits Modal

Important Notes:

• Changes will not be saved if any fields are missing required information.

• The Title and Public Report Identifier must be unique. If either already exists, you will need to modify it before saving.