How do I edit or delete saved custom reports?

Helen Cuadra
Helen Cuadra
  • Updated

Editing the Name & Description

From the "My Saved Reports" tab, click on the arrow on the right side of the "Run Report" button and click "Edit Report."


You will see a pop-up where you can edit the Report Name and Description, and choose whether the report should display for all users in your shelter or only for yourself.

To delete the report, click the red "Delete" text at the bottom.



Editing the Report Rules & Columns

From the "My Saved Reports" tab, click on the "Run Report" button. This will open a new tab with your results - go ahead and close this tab. You will then be back on the page where you can add/edit rules and customize your report columns.

Once you are finishing editing, click the "Save this Custom Report" button and then click "Save" on the pop-up window to save your changes.