How to edit an existing report in builder

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Overview

To edit an existing report, you must possess modify permissions for that specific report. Also, you must have Builder access to the application where the report was created. If your access is limited to View Only, you will not see an edit option. Also, if you are a Builder but are not a member of the group with modify permissions for the report, you will not be able to edit it. However, in this scenario, you can make a copy of the report, which you can then edit.

To verify whether you have these permissions, click the three dots button associated with the report to reveal the action menu. If you see the Edit option listed, you have the necessary modify permissions for that report.

Accessing the Report

1. Click on the Library button, which is below the Dashboard button.

2. Choose between the Team or Private subsection.

3. Select the folder where the report or dashboard is nestled in

4. Locate the report you wish to edit.

5. Click on the three dots button found at the end of the report or dashboard.

6. From the drop-down menu, select the Edit option.

7. Upon selection, you will be automatically redirected to the builder section.

Editing a Report in Builder

1. From here you will see the report tree, report fields, and preview section.

2. Once you have edited the existing report using all the features when creating a new report, you can save them either by overwriting the existing report or using save as option to save it as a new report with the edits you’ve made.

Here’s a link in creating a report from scratch. 

Save Your Report

Once the report meets your needs, you can save the report by either using the Overwrite Existing Report or Save As option.

Overwrite Existing Report

Overwrite Existing Report will save all your changes under the same name, with the existing permissions and in the same folder as the original report you were editing.

1. To do this, simply click Overwrite Existing Report

Save As

Save As means you will be creating a copy of the report with your changes and being able to save it in your desired folder location.

1. To do this, Click Save As

2. Type in a new Report Name and Description.

3. Choose where to save the report either the Team Library or Private Library as your save location.

4. Set the Permissions and Advanced Options as desired.

 

5. Click Save And Apply

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And there you have it! You now know how to edit an existing report and save them using two options!