Editing Reports

To make any changes to your existing reports, follow these steps:

  1. Open the report
  2. Click on the “Actions” button to the right of the sidebar on the top left corner

  3. Select “Edit Report” from the drop down menu

  4. In the “Edit Report” screen that appears, implement the changes to the report. These changes may include:
    1. Changing the name of the report
    2. Adding or modifying filters to the dataset
    3. Adding or modifying columns
    4. Modifying the data transformation for a selected column(s)
    5. Adding or modifying calculated metrics
  5. After implementing the changes, click on the purple “Apply” button to save the report. Your report will now be added to the queue for updating. Once the report status changes to “Completed”, your report’s changes will be live.
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