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Editing a Custom Report

Written by Stephen Smith

Updated at February 6th, 2025

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You can edit an existing custom report.

To edit a custom report:

1. Select Custom Reports in the top navigation menu to open the Custom Reports page.

2. Locate the report that you want to edit.

3. Select the report's Actions column to display a list of options.

4. Select the Edit Report option to open the report builder.

5. Make any necessary edits.

6. Select Save to save the report settings without running it or Save and Run to save the settings and run the report.

 

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