Edit Reports

You can edit reports and schedule them to send immediately using the Actions menu on the Reports home page.

Click on Actions to open the Actions menu. Select “Edit” to edit the report, or click on the Edit icon under the “Actions” column.

When you select Edit, the following Edit Report screen appears.

The Edit Report screen shows the active data configured for instant or scheduled reports. You can edit the existing data, add or delete custom widgets and save the report. You can also click on Save and send to send the report immediately to your configured email ID.

For information on creating a report, see Create Reports