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Edit a report

Guidance on how to make changes to a created report.

Liam Smith avatar
Written by Liam Smith
Updated over 3 months ago

Administrators and reporting administrators can edit reports they’ve created or that others have shared with them (with edit permissions).

You can’t edit a report if any of the following apply.

  • It’s a default report provided by Access.

  • It was shared with you without edit permissions.

  • You don’t have the administrator or reporting administrator role.

⚠️ Important: Changing a report impacts other users on your site who you're sharing the report with.

To make changes to an existing report, follow the below steps.

  1. Click Reporting, then click Quick Reports.

  2. Search for and select the relevant report, then click Edit.

  3. Use the tabs to make relevant changes to corresponding sections of the report, clicking Save after each change.

  4. Click Run Report to re-run the report and finish.

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