Managing Custom Reports

Managing custom reports involves:

  • Editing reports
  • Copying reports
  • Exporting reports
  • Deleting reports

To manage reports, follow these steps:

  1. In the Reporting Workspace pane, expand a category.
  2. Expand the Reports node, select and right-click a report.
  3. Use the following options:
    Copy Report
    Use this option to copy a report and past it in another category.
    Export Report
    Use this option export the report into XLSX file.
    Delete Report(s)
    Use this option to delete a report under a category.
    Edit Report
    Use this option to update report details. To edit a report, select a report from a category and click Edit.