How to edit an existing report title

 

  1. Under the Client View

Step 1: Go to Clients and click on an existing client.

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Step 2: In the report list, hover over the selected report title and click on the title to edit.

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Step 3: Type in the new report title name and hit ‘Enter’

2. Under the Report View

Step 1: Go to Clients and click on an existing client.

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Step 2: In the report list, select and click on ‘eye; icon to open the report to edit.

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Step 3: Click on the report name on the top left hand corner of the report to modify.

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