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How to edit a report

This document will show how to edit a sales report.

  • Editing a report will let you rearrange, add or remove sections from pre-existing reports.

Navigate to the settings section of the reporting tab and select the report you would like to edit.



To add a new section

  • Click Report Parts to see details of all the section that can be added



To rearrange the sections

  • Use the double blue lines to grab and drag the section to a new location

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To remove/edit a section


    1. To change the section select the pencil icon to bring back the drop down list of elements then select the element you would like and press update.



    2. To delete an section select the red X. Once selected a prompt will appear asking you to confirm.