How to amend a report

Having created a report, you may wish to amend it in some way;

- Sort on a particular column

- Add or Remove columns

- Summarise or Group the data in the report


This section shows you how to find the report that you wish to amend.

Click on the Reports Tab.


Report Edit Find

The list on the right of the screen shows a list of reports that you are available to you. If you can't find the report you can type in the name of the report in the search bar just underneath All Folders.


Alternatively, you can find the folder (listed on the left hand side of the screen), click on it and all of the reports in that folder will be listed.



When you find the report, click on it to edit it.


Customise Report


Click on the Customize tab to amend the report.

  • Thursday, 12 May 2016

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