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Editing Reports

Table 155. Availability - Legacy plans


All users except for collaborators and external users can edit reports that they have access to unless their access role restricts it


On Enterprise Pinnacle accounts, the types of users who are allowed to use this functionality may differ due to user types settings.

You can change the report's name, type, the source space, folder, or project, applied filters, and the layout.

Edit reports

  1. Navigate to the Reports section of the workspace via the Home page 1 or the Launchpad button. 2

  2. Select the relevant report from the list. Alternatively, you can open a report from the Tools section of a space.

  3. Click Edit in the upper-right corner of the view. 3

  4. Make the necessary changes in the report builder that opens.

  5. Click Save.