What is edit mode?

When you create, edit, or copy a report, you enter edit mode.

In This Topic

Edit a report
Customize an existing report
Report components

Edit mode is a preview of the report. When a report is in edit mode, the background of the report is blue, and an edit button

is displayed near each editable report component.

Edit a report

Where you edit a report depends on the types of changes you want to make and whether the sandbox is active.

If the sandbox is active, you must edit the report in the sandbox. (Recommended when you want to test your changes prior to publishing them.)
If the sandbox is not active, you can edit the report on the live site. (Only recommended when testing is not necessary.)

Choose Actions > Edit Report.
When the report opens in edit mode, you can edit, copy, or delete any of the report components.
Select Save to save your changes and close edit mode.

Customize an existing report

Data architects can customize any existing public reports and any user can customize their own existing private reports. Additionally, any user can copy a public report to make their own custom private report.

Choose Actions > Copy Report.
When the report opens in edit mode, you can edit, copy, or delete any of the report components.
Select Save to save your changes and close edit mode.

Report components

In edit mode, you can edit any of the following components to return the data you want to see for a high-level view of your deployment.

Filters

To add or edit a filter, select the edit button next to Filters.

From the filter editor, you can add, edit, copy, or delete a filter.

To add a filter, under Filters, select the Static Filter or Dynamic Filter button. For more information, go to Create filters.
To edit an existing filter, under Filters, select the filter, make your changes, then select Done.
- To copy a filter, under Filters, hover over the filter name, select the copy button , make your changes, then select Done.
- To permanently delete a filter, under Filters, hover over the filter name, then select the delete button .

Note

To delete a filter from the selected report without permanently deleting it, select the delete button next to the filter name on the report, not the filter name in the filter editor.

Summaries

To add a new summary, select the Add New Summary button. For more information, go to Create summaries.

To edit a summary, select the edit button in the summary to open the summary editor. From the summary editor, make your changes, then select Done.

To copy a summary, select the copy button in the summary to open the summary editor. From the summary editor, make your changes, then select Done.

To delete a summary, select the delete button in the summary.

Column sets

To add a new column set for the first time, select the Add Column Sets button. To add a column set when one already exists, select the edit button to open the column set editor. For more information, go to Create column sets.

From the column set editor, you can add, edit, copy, or delete a column set.

To edit a column set, under Column Sets, choose the column set, make your changes, then select Done.
To copy a column set, under Column Sets, hover over the column set name, select the copy button , make your changes, then select Done.
To delete a column set, under Column Sets, hover over the column set name, then select the delete button .