Modifying Reports

To modify reports do the following:

  1. Navigate to Standard Reports by selecting Go To > Reports >Standard from the Top Navigation bar, or select Reports > Standard from the Left navigation bar.
  2. The Manage Reports screen is displayed. From the Tree pane select a reports folder.
  3. A list of reports is displayed in the List pane. Select the report you want to run.
    1. Click on the General tab to edit the report name or description.
    2. Click on the Filter tab to modify filters to create custom reports.
    3.  Select the Output tab to select the output format.
  4. Click on the Save button to save your changes.

Related Topics

Working with Standard Reports

About Standard Reports

Navigating the Reports Module

Sharing Reports

Schedule and Email Reports

Copying or Deleting Reports

Working with Folders

Viewing History

Running Standard Reports



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Last Published Wednesday, November 30, 2016