Updating a Custom Report

Full Access users have the ability to update an existing custom report should there ever be a need to do so. This includes making changes to the data and filters on the report as well as the report name.

Updating the Report Name

To update the name of a custom report click into the report from the tab menu of the custom reports screen. Click the Report actions menu and choose "Update name" to present the side menu. Make the necessary name change, then click Save. You'll see the update reflected in the tab menu.

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Updating Report Data

Makes updates to the data in a custom report is as simple as changing any necessary filters and sorting, then clicking "Save changes" from the Report actions menu. The changes will take effect immediately.

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