How to Edit / Download or Delete a Saved Report

Modified on Thu, 28 Nov, 2024 at 1:33 PM

You can edit, download or delete a report at any time by visiting the Saved Reports tab under the Reports navigation menu item.


1,) Click the Actions button to the right of the report, then select the Edit, Download or Delete option from the list:  


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You can also delete the report by selecting the Delete link.


Note

Different reports have different configuration options than the example provided above. Best practice is to always give the report a meaningful name so that it is clear what data the report includes. Never use the default name which is just the report type with a sequential number at the end as this will make it difficult to determine what data is included in the report.  

 

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