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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.

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To add a new section

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

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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

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    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.

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

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