Edit custom reportsLast updated on 03/31/2022
You can edit details, sharing settings, and columns for a custom report. You can also add filters to columns and arrange their order. When you save the report, your changes are retained the next time you run the report.
Things to know
Make sure you have reporting permissions to edit the template the report is based on and to edit reports in the category the report is assigned to. For example, to edit a campaign summary report in the Marketing section, you need permission to edit reports based on the Campaign Summary template as well as permission to edit reports assigned to the Marketing category.
Any changes made to a report are visible to all office employees who have permission to view the report.
You can also aggregate report data to find column totals, column averages, total number of entries, total number of unique entries, or maximum and minimum values for items in a column.
Edit custom report details
Go to the navigation bar and click Reports. The Reports home screen opens displaying all reports.
For the report you want to edit, click More in the lower corner of the card and select Edit.
Note: You can also edit a report after you open it. Next to the report name, click More and select Edit.
The Edit Report pop-up opens.
Make any needed edits:
Name—Enter a new name for the report
Category—From the dropdown, select a new category for the report
Description—Edit the description for the report
(Optional) Edit sharing settings. For more information, see Manage report sharing settings.
When you’re finished, click Save Report.
Edit report columns
Your report results display in a table. You can customize which columns you want to include your results:
Click Edit Columns.
The Edit Columns screen opens.
Select the items you want to add as columns in your report and deselect any items you want to remove.
Tip: Enter the first few letters of the column name you want to edit in the search bar to filter column options.
When you're done, click Apply.
To use these columns the next time you run the report, click Save Changes.
Click Run Report to update your report results.
Arrange and filter a report
You can customize how your report displays and add column filters to narrow your results:
Interact with column headers to change how the report displays:
Drag a column header to change its order in the report.
Drag a column header and drop it on the purple bar above the report to group your results by that column. For example, if you drag the Location City header, the results group by city name.Note: This feature is not available for every column type.
Drag the right edge of a column header to change the column width.
Click a column name to sort the report. For example, click a column of dates to sort the report chronologically. A blue arrow indicates the sorting order.
To filter a column:
Click Filter next to the column name.
In the filter menu, use the dropdowns and fields to set how you want to filter the column. For example, if you want to only view invoices with a positive value, add a filter to the Total column. Select Is greater than and enter 0 in the next field. Tip: Use the And/Or dropdown to apply multiple filters to a column. Note: When filtering a column of percentages, use decimals. For example, for 25%, enter .25.
The table automatically updates and the filter icon highlights in blue to show that a filter was applied.
Note: To remove a filter, click Filter and click Clear.
To keep your filters and other settings for the next time you run the report, click Save Changes.
Want to learn more?
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.