Edit a report

You can modify existing reports to add data fields, change filters, or update configurations.

Edit a report

1. Go to Reports → Reports to view your list of reports.
2. Find the report you want to modify.
3. Click the three vertical dots next to the report name.
4. Select Edit from the dropdown menu.

What you can change

When editing a report, you can modify:

• Data columns: add or remove fields that appear in your report.
• Filters: change which data is included or excluded.
• Report name and description: update the title and notes.
• Scheduling settings: modify when the report runs automatically.

Make changes

The report builder opens with your current configuration. Make changes using the same interface as when creating a new report:

• Use the Columns section to select which data fields appear.
• Add or modify Filters to refine which records are included.
• Update the Schedule section to change automated running.

Save your changes

After making modifications, you have several options:

• Save and run: saves your changes and runs the updated report immediately.
• Save changes: saves modifications without running the report.
• Generate CSV: creates a downloadable file with your new configuration.
• Schedule report: sets up automated running with your changes.

Test your changes

Before finalising edits, check that your modified report shows the expected data:

1. Use Generate CSV to preview results without saving permanently.
2. Run a test with Save and run to see the data on screen.
3. Verify that new filters work correctly.

Your report is now updated and ready to use.