Editing & Deleting Reports

Follow the steps below to edit an existing report or delete reports you no longer need.

Editing Reports

step 1 Access a Saved Report

1. Go to the Reports section from the left sidebar.

2. Use the search bar or filters (Owner, Report Type) to locate the report.

3. Click the report name to open the report details.

step 2 Edit Report Name & Description

1. Open the three-dot menu (…) in the top-right corner.

2. Select Edit name & access.

3. In the dialog box:

• Update the report name and optionally add or edit the description.

• You can change visibility:

  • Toggle Private ON to restrict visibility to selected members.

  • Toggle Private OFF to make the report visible to all users.

4. Click to save changes.

• If the Report is Private, update the Share with list to update viewers by accessing the Share button in the top right corner.

• Click Share to apply the changes.

step 2 Update Report Filters

From the Report details page, you can adjust filters such as:

• Projects

• Members or Teams

• Time Range

  • Dynamic Range: A rolling range (e.g., This Week, Last 30 Days) that updates automatically.

  • Fixed Range: A specific start and end date that remains fixed.

→ After adjusting filters, click to save the report with the new data.

Save as New Report

After editing an existing report, you can choose to save it as a new report instead of updating the original one:

Deleting Reports

1. In the Reports section, locate the report you want to delete.

2. In the Action column, click the Delete icon.

3. A confirmation prompt will appear. Click Yes to permanently delete the report.