Editing and Filter Reports
Last updated
Last updated
Under the "Action Tab", there are 3 different options for managing your reports.
Select the "Filter" icon and choose whichever entities you would like to filter.
Refine your filter and select "Filter Now".
Click the "Floppy Disk" to save the filter. Name your report and save.
Your Report will be saved under your reports and "Public Reports".
Replicate Makes a copy of the report and opens it up in "Report Builder" for you to edit or update.
Edit Opens up your report in "Report Builder" for you to edit or update.
Delete Deletes your report from your report page, as well as the public report page.