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Edit Report

Replace an older version of a report with new or modified report from the Reports panel.

Follow these steps:

  1. Select a report from the reports list.
  2. Right-click reports and select Edit from the pop-up menu.

    An editable form appears below the report.

  3. Edit following information and click Save.
    Report Name

    Defines the report name.

    Short Description

    Describes the report.

    Replace Design File

    Edit the report in a design mode.

  4. Select Replace Design File check box to upload a new report file to replace an existing report.

    The Browse button gets enabled.

  5. Select the Share Report with other users check box to share the report with other users.
  6. Click Save.

    The report is replaced with another report.

Note: A production user can upload or replace reports only in private reports. However, a content administrator can upload or replace predefined reports.