Edit report template

When you have created the report template, you need to edit the contents before publishing and sharing it.

In order to do so:

  1. Click Live Reporting.
  2. Select a report template in the list.
  3. Click  Edit. The report template opens in Report Designer.
    Note: If you have selected more than one report template or a package, the Edit button is not available.
  4. Edit, save and close the report template.

NOTE: The first time you edit a report, the OneStop Reporting add-on to Excel will be installed. Please see Installing Report Designer for more information.

For more information about editing reports in the Report Designer, go to Report Designer.

NEXT: Open report template