Public
For Legacy Report Builder information refer to the Report Builder user guide.
Editing your own report
- 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. - From the top right, click the cog icon.
- Click Edit.
- In the Edit Look page, make the required changes.
- 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, and then publishing it.
Note: If an additional user creates a draft while one already exists, the most recent version published will take priority.
- On the Enhanced Reporting page, locate the relevant report or dashboard under the All or Shared tab.
- Click the Actions icon then Create draft.
- At the confirmation prompt, click the Create draft button to proceed.
- In the new tab, from the top right, click the cog icon.
- Click Edit.
- In the Edit Look page, make the required changes.
- Once done, click Save.
- Back at the Enhanced Reporting page, next to the draft report, click the Actions icon then Publish draft.
- 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.