Edit a Report Template

After creating a Report Template, as a founder admin, you can modify its details and save the changes.

To edit a report template, you should know the name of the report template that you have created and needs to be edited.
  1. Click Menu () and then click Configurations.
  2. Click Report Templates ().
    The list of report templates that you've created in the application are displayed.
  3. On the Configurations : Report Templates dashboard, from the left navigation bar, select the report template that you need to edit.
  4. On the details section of the report template, click Edit ().
  5. On the Edit : Report Templates page, modify the value of the fields as required.
  6. Click Save and wait until the Save successful message is displayed.
  7. Click Cancel to return to the Configurations : Report Templates dashboard.

Results:

Verify that your report template is listed on the left navigation bar and its updated details are displayed on the central frame.