Edit Report

Click on Reports in the left Navigation panel. All existing reports are listed.

Click on the menu icon to open the report editing dropdown:

From here you can:

  • Edit Report Columns and Conditions - Change which columns are displayed and edit any conditions that have been specified. See Edit Report Conditions.
  • Edit Schedule - See Edit Report Schedule.
  • Edit Recipients - See Edit Report Recipients.
  • Edit Report name - Dialog allows you to change report name.
  • Edit Options - Select/De-select the following options:
  • Attach CSV to emailed report.
  • Automatically Generate Shared URL for Report.
  • Clone Report - Creates a copy of the report and displays dialog allowing you to rename.
  • Delete All Shared Links - Disables shared link generated to view this report.
  • Delete - Deletes the report. See Delete Report.