Edit an existing report

Steps

  1. Navigate through the Report Catalog to find the report you want to edit. This can be a standard report, one created by you, or a report shared by someone else.
  2. Click the down arrow next to the report you want, and select Edit before running from the menu.

    This opens the Report Builder or Transaction View, depending on whether you are editing a grouped or a transaction report.

  3. Edit the attributes, filters, and date range of the report as required, then click the Update Report button in the toolbar.
  4. If you are editing a report that you created, or a shared report for which you have editing permissions, you can save your changes by clicking the Save button in the toolbar. The report is saved with the same name and in the same location, overwriting the previous version.
    If you are editing a standard report, or a shared report for which you do not have editing permissions, click the Save As button in the toolbar to save the edited report to one of your folders.