Editing a report

Adapt to dynamic needs and continuously improve your reporting capabilities by modifying your reports. You can change the way your report displays information or filters data for different audiences.

  1. In the left navigation pane, open the Report Browser by clicking Reports.
  2. Select the reports that you want to view:
    • To view your custom reports by clicking the My Reports tab.
    • To view all available reports, by clicking the All reports tab.
  3. Click a report to edit.
  4. In the upper-right corner, click Edit report, and edit the report:
    Choices Actions
    Change the report title At the top of the Report Editor, in the text field, enter a new report title.
    Add a column to the report From the Data Explorer section, drag the column next to an existing report column.
    Remove a column from the report
    1. Hover over the right side of the column, and then click Open Menu.
    2. Click Delete.
    3. In the Delete Column Confirmation modal dialog box, click Submit.
    Change the column heading
    1. Hover over the right side of the column, and then click Open Menu.
    2. Click Heading.
    3. In the Column heading field, enter the column name, and then click Apply changes.
    Format the column values
    1. Hover over the right side of the column, and then click Open Menu.
    2. Click Format.
    3. In the Format values field, enter appropriate value, and then click Apply changes.
    Sort the column values
    1. Hover over the right side of the column, and then click Open Menu.
    2. Click Sort.
    3. If you want to display values in ascending order, click Lowest to highest.
    4. If you want to display values in descending order, click Highest to lowest.
    Add a chart to the Summary or Chart report type
    1. Click Add chart.
    2. Click All chart types.
    3. In the Select Chart Type modal dialog box, click a chart type that you want to include in the report.
    4. Click Submit.
    5. From the Available columns section, drag the columns into the chart.
    6. Click Apply changes.
    Edit the report chart
    1. If a chart already exists, click Edit chart.
    2. Click Title to change the chart title.
    3. Click Color settings to customize the chart colors.
    4. Click General settings to set general chart settings.
    5. Click Apply changes.
    Filter the columns content
    1. From the Data Explorer section, drag the filter into the Drop column to add Filter box.
    2. In the Edit filter section, set filter options, and then click Apply changes.
      For more information about filter conditions, see Editing filter conditions.
    Switch between simulated and actual data Depending on your business need, click Actual data or Simulated data.
    Note: Designing a report with simulated data avoids repeated database queries while you edit the report, allowing for faster changes.
  5. Click Done editing.