Editing a Report

You can make some changes to the data provided in a portal report, to ensure it meets your individual requirements.

1. Navigate to the Analysis tab (or equivalent) and choose the report you want to update.
2. Click Edit Report.
3. Make change to these areas, as required:
   • Date Range
     • Last 12 months, 90 days, 30 days, or 7 days.
     • Previous year, quarter, month, week, or day.
     • Current year, quarter, month, or week.
   • Group By day, month, week, or year.
   • Column Chooser - include or exclude the columns that you want to see in the report