Editing a Report

1. Click on the name of a report on the Reports page.

You will be taken to the page that serves as the create, edit, and viewing page for a Report. This is where you can edit your report.

2. Edit the name your Report

Click Edit Report to edit it. You can update the name of the report to whatever you'd like or wait until right before you're ready to save it.

3. Edit your populations, partners, and partner's populations

You can edit the selection of your population, your partners, and your partner's populations by clicking Edit Report in the left sidebar of your report. To learn more about this section, see our article about Creating a Report.

4. Edit the filters to reduce the scope of the results

This optional step allows you to reduce the results that will appear in your result set. You can read about how to use this feature here: Advanced Filtering.

5. Sort data in the "Records" and "Overlaps With" column.

To find specific records faster, sort records alphabetically. Or, sort the "Overlaps With" column to identify and prioritize accounts with the most partners attached to them.

6. Press Run Report and view the updated results

Once you press the blue "Run Report" button, you'll be presented with the results of the report. These results are presented in two sections, Overlap Counts and Overlap Activity. You can always learn more about Viewing Reports.

7. Save Report changes

Once you're happy with the changes to your report, click "Save Report" on the bottom left of the page to update your Report.

Note: make sure to click "Run Report" before clicking "Save Report" to save the changes to your populations, partners, partner's populations, and filters. 

Learn More about Reports

Reports Overview

Creating a Report

Viewing a Report

Duplicating a Report

Deleting a Report

Notifications on Reports

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