Edit a Report

If a report does not quite give you the results you were looking for, you can edit the settings of the report.

To edit an existing report

1.In the Report Manager panel, double-click the report to edit.

The selected report opens in a Report panel.

2.In the Report panel toolbar, click or tap the Report_-_Toolbar_-_Settings.png Settings icon.

The Edit Report dialog opens for the selected report.

Edit_Report.png 

3.Edit the report settings as required.

Saving changes to the report settings other than the Name, Use Template, Purge Limit, or Description will delete previously saved report results.

4.Click or tap OK.

Streamline updates the selected report with the changed settings.

When you change the report settings other than the Name, Use Template, Purge Limit, or Description; a confirmation message opens. Click Yes to continue and delete previous report results. Click No to keep previous report results.

5.Click the Report_-_Toolbar_-_Run_Report00010.png Run Report icon in the Report panel toolbar to run the report using the new settings you set for the report.

6.After the report run completes, select the first report from the Report_-_Toolbar_-_Avialable_Results00011.png Available Results list to view the results of the report run.