Manage/Edit & Delete Reports
  • 26 Jan 2024
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Manage/Edit & Delete Reports

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Article summary

Manage/Edit & Delete Reports   

Ad-Hoc Reports List: Manage/Edit & Delete Reports

To manage, edit, or delete an Ad-Hoc Report/Search, navigate to Reports/Searches > Ad-Hoc Reports/Searches >My Ad-Hoc Reports/Searches.


My Ad-Hoc Reports on Main Menu


The Ad-Hoc Reports List screen displays.


Delete and Manage buttons on Report List



To Manage/Edit an Ad-Hoc Report/Search

1. Click Manage/Edit for the report you would like to change.

2. Follow the same steps as if a new report was being creating. Be sure to save all changes made.

Note: For more information about creating an Ad-Hoc Report/Search, see the following Wiki pages:

1. Overview & Tables
2. Field Selection
3. Filters & Conditions
4. Sort Order
5. Assigned To
6. Email Schedule



To Delete an Ad-Hoc Report/Search

1. Click Delete for the Ad-Hoc Report/Search to remove.

2. Confirm the removal of the report by clicking OK. Abandon changes by clicking Cancel.

Delete Report Popup

 

 

 

 

 


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