Public

For Legacy Report Builder information refer to the Report Builder user guide.

Editing your own report

1. On the Enhanced Reporting page, locate the relevant report and click the Title of the report.
   Alternatively, next to the relevant report, click the Actions icon then View report.
2. From the top right, click the cog icon.
3. Click Edit.
4. In the Edit Look page, make the required changes.
5. Once done, click Save.

Editing a shared report or custom dashboard

If a report or dashboard has been shared, then the Edit option will be inactive. This is to allow multiple users to view and manage shared reports. A versioning method is used to allow editing of these reports. This involves creating a draft of the report, making changes to the draft, then publishing it.

Note: If an additional user creates a draft while one already exists, the most recent version published will take priority.

1. On the Enhanced Reporting page, locate the relevant report or dashboard under the All or Shared tab.
2. Click the Actions icon then Create draft.
3. At the confirmation prompt, click the Create draft button to proceed.
4. In the new tab, from the top right, click the cog icon.
5. Click Edit.
6. In the Edit Look page, make the required changes.
7. Once done, click Save.
8. Back at the Enhanced Reporting page, next to the draft report, click the Actions icon then Publish draft.
9. At the confirmation prompt, click the Merge report button to proceed.

Publishing replaces the original report with your updated report, while preserving all the sharing on the original report.