Update

Update

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

Reports - List view

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

Update icon

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

Reports - edit report

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

Change report name

5. 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.

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

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

Selecting a workflow

8. 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.
9. 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.

Updating report

10. 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.
11. Moving ahead, the platform also offers the opportunity to add new sections to the report.
12. You can drag and drop Grid, Paragraph, Image element, or even table quickly as per your need.
    

Updating report

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

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

Update notification

Error notification