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(Update with the copy of version: draft)
(Update with the copy of version: draft)
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# Select '''Explore > Saved Reports'''. The Saved Reports tab is opened.
 
# Select '''Explore > Saved Reports'''. The Saved Reports tab is opened.
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# Click the '''Edit''' icon [[file:Reportedit.png|link=|22px]]. The Edit Report tab is opened.
+
# Click the '''Edit''' icon [[File:Reportedit.png|link=|22px]]. The Edit Report tab is opened.
 
# Configure the report as necessary using the available parameters at the top of the screen and under '''Interactions Filter''' on the left side of the screen. For additional information about each parameter, refer to [[reportparameters|Report Parameters]].
 
# Configure the report as necessary using the available parameters at the top of the screen and under '''Interactions Filter''' on the left side of the screen. For additional information about each parameter, refer to [[reportparameters|Report Parameters]].
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# Click '''Save '''[[file:Smicon_save.png|link=]] to save your changes to the existing report. If you are creating a report based on a saved report, click  '''Save As''' [[file:Smicon_saveas.png|link=]] 
+
# Click '''Save '''[[File:Smicon_save.png|link=]] to save your changes to the existing report. If you are creating a report based on a saved report, click  '''Save As''' [[File:Smicon_saveas.png|link=]] 
 
# Click '''Run Report'''. The report appears at the bottom of the screen under that report parameters.
 
# Click '''Run Report'''. The report appears at the bottom of the screen under that report parameters.
  

Revision as of 02:12, June 4, 2020

Edit a Report

After a report is created you can change its properties.

Edit an existing report

  1. Select Explore > Saved Reports. The Saved Reports tab is opened.
  2. Click the Edit icon Reportedit.png. The Edit Report tab is opened.
  3. Configure the report as necessary using the available parameters at the top of the screen and under Interactions Filter on the left side of the screen. For additional information about each parameter, refer to Report Parameters.
  4. Click Save Smicon save.png to save your changes to the existing report. If you are creating a report based on a saved report, click Save As Smicon saveas.png 
  5. Click Run Report. The report appears at the bottom of the screen under that report parameters.
Important
Not all templates include an Interaction filter on the left side of the screen.
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