Edit Existing Report in Report Builder

Report Builder Landing Page Features

• Displays previously created reports by the user
• Shows shared reports from other staff members
• Reports can be identified by the "Owned by" field under "Data Set"

Important Notes

• Shared reports can only be edited by the owner
• Changes to shared reports affect all users unless they've made copies
• More filters result in more limited data
• Click "Run Report" to view results after making changes

Available Actions for Reports

• Configure Report: Review/edit criteria
• Archive: Remove unneeded reports (reversible)
• Make Copy: Create a duplicate report
• Share: Share with other staff
• Export to Excel: Run and export automatically
• Run: Display results without exporting

Steps to Edit an Existing Report

• Click "Configure Report" to open Configuration window
• Edit Basic Info:
  • Click Edit button to rename report
  • Add/remove from Custom Reports menu
  • Note: Data Set cannot be changed
• Modify Report Columns:
  • Add columns by:
    • Drag and drop using dots
    • Click right arrow next to column name
  • Remove columns by:
    • Drag back to Available Columns
    • Click X next to Display Column field
• Edit Search Filters:
  • Click "Configure Filters"
  • Add/remove/adjust filters as needed
  • Can create nested criteria
  • Use connectors (AND/OR) appropriately
• Configure Additional Settings:
  • Adjust Sorting Configuration (ascending/descending)
  • Modify Grouping Configuration
  • Set Aggregate Configuration (Average, Count, Max, Min, Sum)