Editing Internal Reports

Editing an internal report allows you to update its title, description, and audience while keeping it restricted to internal users. These reports are used within your organization and are not accessible to the public.

To edit an internal 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.

Internal Report: Edit Button

Step 2. Edit Report Details

After selecting Edit, the following fields will become editable:

1. Title

2. Description

3. Audience

If you change the Audience from Internal to External, a new field labeled "Public Report Identifier" will appear and become editable. This field is required for external reports and will generate a user-friendly URL for public access.

Internal 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.

Internal 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.

Internal Report: Confirm Edits Modal

Important Notes:

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

• The Title field must be unique. If a duplicate title exists, you will need to modify it before saving.