Modifying a custom report

Required option: None
Allowed profiles: Brand manager, Sales manager, Sales administrator and Sales representative

To modify a custom report, you must be the owner of the report otherwise you will have to create a new report or duplicate it if you want to set a different data scope and save columns and filters' change.
 

Follow the steps below to modify a custom report:

1. Navigate to the Reports menu > Sales reports
    
2. Navigate to the Custom reports tab > My reports
    
3. Enter the desired report you want to modify
    
4. Click on Set data button to change the global filters if needed
    
5. Click on Update data to confirm the data scope change. It will refresh your chart
    
6. Manage the columns in your report by clicking on Columns button on the right side. You can add or remove columns by clicking on their checkbox
    
   💡 Tip : Click on Full screen button at the top right next to Export button to display the chart on the whole page and have a better view to manage Columns and Filters tools
    
7. Click on Generate chart if you wish to modify the chart link to this report or if you wish to create one
    
8. Click on the Save report button and change the title or permission if needed
    
9. Confirm all the changes by clicking on the blue button Save report