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5. Edit Reports

Edit Reports:  

Navigate to the 3 dots icon & click on the edit option shown in front of the report in Reports dashboard to edit the specific report. 

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Edit Reports page is like a report creation page.

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  1. Existing Report Template view: User can view all the fields available in an existing report template & can edit as required.
  2. Update icon: User to click on the update icon displays all the fields related to the specific category. User can click on the specific field required to update.
  3. Cancel: To cancel the editing action. 
  4. Save as draft: To save the changes as draft.
  5. Save: To save the edited changes.