Modifying a Custom Report

From the Reports page, expand the Custom node.
Select the report you want to modify. Select the Gear icon > Edit. You can also double-click on a report to put it in edit mode.
Make changes to the report. You can add or remove projects, logs, columns, and filters.
From the left pane, you can update the report name, format, layout, output, description and schedule frequency.
Select Preview to view a sample of the report.
Select Save or Save And Run. The report is displayed on the Reports page under the Custom node.

Tips:

Select the Remove button to remove Projects, Logs, Columns or Filters.
Select and drag the Reorder icon to change the column order.
Select the Sort On drop-down option to sort the columns in ascending or descending order.
To run this report on a schedule, select the Schedule icon on the left pane and select the run frequency.
To grant users in your company access to run your custom report: from the left pane under Access, select All Users of my Company. A shared icon is displayed for reports that you have shared with the users in your company. Note, selecting this option allows users to view and edit your report. Only the report creator can delete the report and/or modify the access.
The Days Open field in reports for Logs 1, 2, 3, 4 and 8 uses the From Date and To Date fields to calculate how long an item is open. You can modify the From and To dates for an accurate count of the Days Open field.

Last Published Wednesday, January 17, 2024