Reports

How do I edit a report on a reports dashboard?

Last updated: February 9, 2018

Available For:

Marketing: Free, Starter, Basic, Pro, Enterprise
Sales: Free, Starter, Professional
Service: N/A
Add-Ons: Reporting

To edit a report on one of your reports dashboards:

  • Navigate to your Dashboard.
  • Click the name of the current dashboard (Marketing or Sales Dashboard), then select the desired dashboard from the drop-down menu.

  • Hover over the report you wish to edit, click Actions in the upper right corner and select Edit to make changes.

  • Make edits as needed, then click Update on dashboard

For more information on setting up your reports, check out this article

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