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5.
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1 Finalising Your Report
You can finalise your report once you’ve completed the Data screen. If you’d like to add more to your report, like sections, charts, or do additional formatting, refer to the next section on Other Options.
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Specific details on the more advanced functions above will be outlined in a separate guide.
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5.
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2 Saving Your Report
Make sure you save your report at the completion of the report building process. You can also do this at any stage while you build it.
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Access to these functions will be based on your user permissions. Specific details on these functions will be outlined in a separate guide.
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5.
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3 Updating Your Report
- If you need to make any changes to your report, including its name or description, click Edit in the top menu.
- Click on the report element that you need to edit.
If you edit anything other than the Name and Description of the report, the report will create a duplicate copy for you to update while the original stays active for others to use (if required). - Make sure you Save and Activate your report once you’ve made your changes. Your duplicate update will replace the original that had stayed active while you edited it.