Edit a report

1. Click Reports in the toolbar in the upper-right corner of the window.

   

   The Reports page opens.

2. Click Edit in the Actions column of the record.

   The report opens in Report Builder.

3. Configure the report to your requirements. You can add or edit:

   • Report Fields

   • Geographic Restrictions

   • Field-Level Filters and Details

   • Runtime Filters

   • Grouping and Sorting

   • Report Settings

   When you update items in the report, your changes are not saved to the report automatically. You must save your changes before leaving the report.

4. Click Save in the Report Builder header to the right the report name.

   Your changes are saved.