Editing reports

By using the tools and resources in the Report Editor, you can modify reports to change the way the information is displayed, or filter the data for different audiences.


  1. Click the report in the list to run it.
  2. In the Report Viewer, click Edit report. You can edit the report in the following ways:
    • Change the title of the report by directly modifying the displayed text. The report title cannot be blank.
    • Set filter conditions that restrict which rows of data are included in a report. If you specify multiple values to filter on, place each value within quotation marks and use a comma to separate the values. For example: "operator", "division".
    • Toggle between using simulated or actual data by clicking the Simulated or Actual data options. Designing a report with simulated data avoids repeated queries of the database while you edit the report, allowing for faster changes.
  3. Click Done editing to save your changes. If you save the report, the modified report opens in the Report Viewer.