Editing Existing Reports

In most cases, you will find the data you need to report on within one of the standard reports. However, should additional customization be required to add information to a report or to filter further down to a data point, you have the ability to modify an existing report. This allows you to add or remove columns as needed to fit business needs.

To edit an existing report:

1. Click Run on the existing report pod to open it.
2. Refer to Navigating the Prompts to get started with your changes.