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Edit a custom report

Guidance on editing a custom report.

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Written by Beverley McAllister
Updated over 3 weeks ago

You can edit any templates that you've created in the custom templates library. To do so click the edit (pencil icon) which takes you back to the Report Details page where you can make your amendments.

๐Ÿ“ŒNote: You can only edit templates that you've created. To edit another user's template, ask them or clone it and make changes to the clone.

Editing the Report Area for a template clears your previous columns selection, as a different set of columns will be available dependent on the selected area.

If a report is in the process of being generated based on the template you want to Edit, youโ€™ll not be able to perform the update until after the report generation is complete.

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