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Edit a Project Single Tool Report

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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 or a company admin.
  • Additional Information:
    • If you have 'Admin' level permissions to the Project 360 Reporting 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 and edit the clone.

Steps

  1. Navigate to the Project 360 Reporting tool.
  2. In the Reports tab, locate the desired custom report.
  3. Click the vertical ellipsis (⋮) and choose Edit from the shortcut menu.
    add-visual-to-custom-reports.png
    This opens the selected report in edit mode. 
  4. Edit the report as desired.
  5. Edit the report's Title and Description by clicking in the desired field(s). 
  6. Click Update Report to save your changes. 

See Also