Custom reports can be updated as reporting requirements change. You can edit an existing report, create a copy for a different purpose, or remove reports that are no longer needed.
Edit a custom report
Edit a report to update its fields, filters, export settings, or other report configuration.
Click the Reports & Analytics tab on the left-hand side.
Within the Custom Reports section, select View Reports.
In the Custom Reports library, locate the report you want to edit.
Click the Edit pencil icon.
Make the required changes and click Save.
The updated configuration is applied the next time the report is run.
Duplicate a custom report
Duplicate a report when you want to create a similar report without creating a new one from scratch.
Click the Reports & Analytics tab on the left-hand side.
Within the Custom Reports section, select View Reports.
In the Custom Reports library, locate the report you want to duplicate.
Click the Duplicate box icon.
Enter a name for the new report and click Duplicate.
The duplicated report is saved as a separate report and can be edited independently of the original.
Delete a custom report
Delete a report when it is no longer required.
Click the Reports & Analytics tab on the left-hand side.
Within the Custom Reports section, select View Reports.
In the Custom Reports library, locate the report you want to delete.
Click the Delete bin icon.
Review the confirmation message and click Delete.
đNote: Only the user who created a report can edit, delete, or manage its schedule. Other users can still view and run the report.