Editing report properties

You can edit the name and description associated with a user-defined report A report created using the Save As report option to save your report customizations to a new report. User-defined reports show in My Reports view of the Reports page. Also see "predefined report"..

You can't edit the properties of a predefined report A report that is available by default for all customer accounts. You can access your predefined reports in Absolute view of the Reports page. Also see "user-defined report". or a shared report A read-only report that another user has shared with you. Shared reports show in "Shared with me" view of the Reports page..

To edit the properties of a report:

  1. On the navigation bar, click Reports.
  2. In the page's Search Reports field, enter the name of the report. The report list updates dynamically as you type.

    Alternatively, click My Reports to show the list of reports you've created.

  3. To the right of the report that you want to edit, click (Actions) > Edit Properties.

    Alternatively, you can open the report and click > Edit Properties on the action toolbar.

  4. In the Edit Properties dialog, update the Report Name and Description.
  5. [Optional] To share this report with all other users in your account, click the Share with everyone slider to set it to On.
  6. Click Save.