You can edit the fields, name and object type of an existing report from the Reports page.
To edit Reports:
- Navigate to the Reports page via the Navigation Menu
- Click on the "Report Name"
- Click “Select Fields” and check off any additional fields you want to add or deselect existing fields
- Click "Save" to save your changes
To rename Reports:
- Navigate to the Reports page via the Navigation Menu
- Click on the "Report Name"
- Change the name under "Title"
- Click "Save" to save your changes
To change the description of Reports:
- Navigate to the Reports page via the Navigation Menu
- Click on the "Report Name"
- Change the description under "Description"
- Click "Save" to save your changes
To change the Filters:
- Navigate to the Reports page via the Navigation Menu
- Click on the "Report Name"
- Select the "Filter" button
- Adjust the Filters accordingly
- Click "Apply Filters"
To learn more about using Filters and all of the Filter types, refer to the Filters article.
To delete a Report:
- Navigate to the Reports page via the Navigation Menu
- Check the box to the left of "Report Name"
- Click the "Delete" link in the top right corner of the page
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