Edit a Project Level Custom Report
Objective
To edit a custom report that was created at the project level.
Things to Consider
- Required User Permissions:
- You must be the user who created the report. See Create a Custom Project Report.
- Additional Information:
- If you have 'Admin' level permissions to the Project level Reports tool, you cannot edit a report unless you created it.
- If you want to edit a report that has been shared with you, you must clone the report (see Clone a Project Level Custom Report) and edit the clone.
Steps
Edit a Custom Project Report
- Navigate to the Project level Reports tool.
- In the Reports tab, locate the desired custom report.
- Click the vertical ellipsis (⋮) and choose Edit from the shortcut menu.
This opens the selected report in edit mode. - Edit the report as desired. To learn about your options, see Create a Custom Project Report.
- Edit the report's Title and Description by clicking in the desired field(s).
- Click Update Report to save your changes.
Edit a Custom Project Report - Enhanced Reporting
To edit a custom report created using Enhanced Reporting, follow the steps below:
- Navigate to the Project level Reports tool.
- Locate the report created with Enhanced Reporting.
- Click the vertical ellipsis (⋮) and select Edit.
- Update the report as necessary. See Create a Custom Project Report - Enhanced Reporting for more information about the available fields and functionality.
- Click Update Report.