This section advises you on how to amend an existing custom report within your system.
To amend a report:
- Go to the Reports tab
- Find and select the name of the report you would like to update
Across the top of the report there are two sections which allow you to update the report:
Option | Description | Areas to update |
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Information | This allows you to view or amend the report details |
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Adjust | This allows you to change the report selection |
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To adjust the columns/filters or ordering click on the relevant button/field to amend the area of the report that you would like to update.
This will open a pop-up box that allows you to amend the report options.
For more information on these options please refer to the section on ‘Create a New Report’.
To go back to your report results click the back arrow in your browser or click 
to save any changes.
Click the ‘Save’ button to permanently save any updates
This will overwrite the previous report settings. Consequently, users should only save changes to reports if those changes are required by everyone that uses the report.
