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Customize a Report

You can customize any existing report. For example, you may want to change the date range. When you customize a report, it is added only to your reports list, it is not available to other users.

To customize an existing report

  1. Go to the Review tab.
  2. Click the Reports tab.
  3. Click Actions, Edit Properties to customize a report.

    The Report Properties screen displays. Settings are grouped into tabs.

  4. Customize the report properties as required.
  5. Click the Save or Save and Run buttons to save your changes.
  6. Enter a name and description for the customized report.

    Your new customized report iconsole icon customized search [2] is added to your Reports list.

  7. Click the Action button to rename or delete customized reports.