Overview
This article will cover the options you can take on existing reports.
Editing, Duplicating (Creating a copy), and Deleting Existing Reports
To access all of these options, navigate to the Reports Overview page by clicking the Reports button on the Modules bar along the left of the screen.
Editing an Existing Report
1. To edit an existing report, simply click on the name of the report, and it will take you to the Report configuration page.
Duplicating (Creating a Copy) and Deleting a Report
You may find that a report is no longer necessary so you need to delete it, or it may be beneficial to copy an existing report so that it can be edited to create a new report without impacting the original report. We will outline both of those steps below.
1. Select Report(s)- You can use the checkbox selection next to the report you need to delete or update. You can select multiple reports for deletion at once. Once you've selected at least one report via checkbox, the options at the top of the page will become available.
2. Duplicate or Delete Options- You can select from duplicate or delete buttons at the top of the page. The Duplicate button will take you directly into a newly created copy of the report for editing. The Delete option will provide you with a deletion confirmation popout you must accept before the report is permanently deleted.
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