Edit Reports

You may find it easier to modify an existing report to achieve the necessary output than it is to create a new report. Both account level and your personal reports can be modified and saved for later use.

You can even share a report with other team members after editing it.

  1. Open Reports.
  2. On the Reports page, click the Edit link next to the name of the report you want to edit. The Report Wizard displays.
  3. Make modifications to the report as needed.
  4. Click Save to retain the changes. The Save Report page displays.

    The Save button is available only to e-Builder Administrators who can edit and save an account level report.

  5. Click Save to confirm the changes to the report.
    —Or—
    Click Save and Run Report to retain the changes and run the report immediately.

A report can also be edited after it has been run. From the Report results page, click Edit to return to the Report Wizard and modify the report. See Run a Report for more details.

  1. Open the Reports page.
  2. Locate the report you want to share and click the Edit link for that report.
  3. Make any necessary changes to the report, and then click Save As. The Save Report (As) page displays.
  4. In the Report Permissions section, choose one of the sharing options:
    • This report is available to all users: If you chose to share the report with all users, click Save to retain your changes.
    • This report is available to the following roles: If you chose to share the report with select roles, select the role(s) from the All Roles field and then click Add. The role(s) are added to the Roles With Access field.
  5. From the Report Folder drop down list, select a folder for the report.
  6. Click Save.