To modify a report at the company level using the Enhanced Reporting tool.
Things to Consider
- Required User Permissions:
- For company level reports: the user is a company admin.
- For project level reports: the user has 'Standard' or higher level permissions on the reports tool and the report was created by you or if you are a company admin.
To edit a custom report created using Enhanced Reporting, follow the steps below:
Navigate to the Reports tool.
- Use the company-level reports tool for company reports.
- Use the project-level reports tool for project reports.
- Locate the report created with Enhanced Reporting.
- Click the vertical ellipsis (⋮) and select Edit.
- Make desired changes to the report.
- Click Update Report.