How to edit a report

In the report area, find your report. You can either use the search box, or look in the folder you have stored the report. In this instance we know our report is in the folder “Monthly Opp Reports”. Click on the folder name and your reports will be show. To edit a report, click on the edit button in the right hand “Action” column.

Once this button is pressed, you will be presented with the first create report screen with your original data pre-selected. If you need to make any changes you can do so as you go along.

Editing a report will walk you through the report wizard again, starting with the “Select module” screen:

Click “Next” and edit the fields you want to change.

Updated on November 1, 2018

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