How to add your knowledge

Editing an Auto Report

    Table of contents
    No headers

    You can quickly and easily change the criteria on most existing Auto Reports without having to create a new report and distribution list.

    Note: If you attempt to edit a report that does not support modifications, a prompt displays to notify you. You then have the option of continuing with the edit by re-entering the criteria or canceling the edit.

    To edit an Auto Report:

    1. Navigate to: ReportingReports.
    2. Click the Auto tab.
    3. Select the report you want to edit.
    4. Click Edit Criteria.
      • The Criteria page displays with the current report criteria.
      • If the report you are attempting to edit does not support modifications to existing criteria, a prompt displays. Click OK to display a blank criteria page where you can re-enter your criteria or click Cancel to return to the Report Log.
    5. Edit the criteria information, as desired.
    6. Click Update Auto Report.
      • The updates to the report criteria are saved to the existing Auto Report and will be used the next time you run the report.