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

• ClickUse the document Report Parts to see details of all the section that can be added
• Select the + Add new record button
• Use the dropdown to select the section you'd like to add
• Once selected, click Insert
  • It will automatically add it to the top of the report

 

To rearrange the sections

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

  

  
  

 

 

To remove/edit a section

1. 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.