Edit an existing report

Step by step

1. 1

   Under Client reports, select a top-level instance included in the report.

2. 2

   Click the Edit icon.

3. 3

   Change the desired fields and click Save; use Cancel to discard the form.

What you need to know

• Requires Public Reports and access to the included numbers.
• The list is filtered by the top-selected instance. A report containing multiple numbers appears when one is selected.