How to modify an existing report?

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

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Step 2: Select a report and click on the ‘Pen’ icon to edit.

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Step 3: Add, modify or remove any widget from the report by performing the following;

To add: Clicking on any one of the widgets on the left-hand side panel to add a new widget to an existing report.

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To modify an individual widget: Click on ‘Pen’ icon next to the corresponding widget to edit data within that particular widget.

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To delete a widget: Click on ‘Trash bin’ icon to delete the widget from report and follow the prompts.

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