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Editing a Published Report

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Overview

The new dashboard allows you to publish custom reports to it and to edit the reports that have already been published. This will allow you to change the attribute that the report is sorted by, the column order, and more.

As long as you have access to the report you will see this edit button above each report in the dashboard. Select this button to be taken to the view tab of the report builder tool.

From here you can select the Edit button to change the report itself, or the Publishing button to change the publishing settings.

For more information about editing a custom report see: Custom Reporting


You will then see this page. Make sure to select View Published Tables and Charts and then find the table or chart you want to edit and select the Edit button under the actions column.

This will take you to the same page that you would see if you were publishing the chart for the first time.

For more information on publishing see: Publishing a Report to the Dashboard

The second option under Actions is to Delete the report from the Dashboard.

This will remove it from the Dashboard, but the source report will not be deleted itself.

The last option is to manage it’s publishing to the Homepage.

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