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How do I Update a Saved Report?

  • Updated

To update an existing saved report, head over to the Main Card, Reports-view, and click on the saved report you wish to update.

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Click on the Save button ('Floppy Disk'-icon).

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The following dialogue will appear.

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After applying the changes to the report, click on the Update button and you are done.

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Notes:

1. The User who initially Saved the report can Update their own reports. 

2. If Shared with a User with 'Reporting'-right, they can also Update the report.