Update
  • 25 May 2022
  • 2 Minutes à lire
  • Sombre
    Lumière
  • PDF

Update

  • Sombre
    Lumière
  • PDF

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Résumé de l’article

Update

  1. Click on the Reports menu in the Navigation Panel.

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Reports - List view

  1. Now, find your desired report and click on the pencil icon under the Actions tab of that report.

2.png

Update icon

  1. A new window appears where you can update the report's information.

3.png

Reports - edit report

  1. At the top of this window, click on the pencil icon right beside the report name to edit the report's name.

4.png

Change report name

  1. Likewise, update the Height, Width, and Color of the report using the Width, Height, and Color textbox fields under the PAGES PARAMETERS section on the right side of your screen.

  2. Next, you can also change the workflow associated with the report.

  3. Click on the Choose Workflow dropdown box under the Workflow section to link a new Workflow to the report.

4.png

Selecting a workflow

  1. Furthermore, attributes can be added or removed as per your choice from a particular report. Similarly, add or remove the default attribute you need in the report.
  2. On the report, changes can be made to the already added sections like Grid, Table, or Paragraph. Double click on your desired section, and you see the edit window right above the PAGE PARAMETERS section. Additionally, you can also add images to the report as you need using the drag and drop option of the Image icon.

5.png

Updating report

  1. Double click on a particular section, and you see a Cross icon in the top right corner. Click on the Cross icon if you want to delete that section.
  2. Moving ahead, the platform also offers the opportunity to add new sections to the report.
  3. You can drag and drop Grid, Paragraph, Image element, or even table quickly as per your need.
    6.png

Updating report

  1. Once changes are completed, click on the Save button in the bottom right to save the report.

  2. A notification Report updated successfully is seen at the bottom left of your screen after updating the report.
    rightnoti.png

Update notification

Your web browser may have encountered an issue . Please try once more. if you received a notification at the bottom left of your screen; note that the changes were not updated in the report.
In such cases, check your internet connection and click on the Save button again to update the changes. If the changes are not saved, try repeating the procedure to save the report.

wrongnoti.png

Error notification

Click anywhere else on the screen or click on the cross icon of the notification at the bottom left to close it.



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