Modifying Reports

Modifying Reports

If you have permission to edit a report, you can do so by clicking the Edit Report button in two places:

  • Inside the Reports workspace, when hovering over the report, click the pencil icon on the right.
    Graphical user interface, applicationDescription automatically generated
  • Inside a report, click the pencil icon on the top right.
    Graphical user interface, application, TeamsDescription automatically generated

If you want to customize a report that you can’t edit, use Clone Definition to make a copy of the report.

Graphical user interface, applicationDescription automatically generated

Once it is opened for editing, you can modify all aspects of the report.

For more information about all the customizable aspects of a report, read this article:  https://billgoodmarketing.zohodesk.com/portal/en/kb/articles/creating-new-reports


    • Related Articles

    • Sharing reports

      You can share a report in two ways: Share the report's URL to enable other Gorilla 5 users to easily access the report Email the report to other users. To share a report's URL You will need to make the report public by selecting the Public radio ...
    • Reports workspace

      The Reports workspace lists all the ad hoc reports you have access to, and all the dashboards that you created. Use this workspace to view, add, edit, or delete reports and dashboards. The Reports workspace consists of the My Reports, All Reports, My ...
    • Task Reports

      Task reports base their results on the filters you have applied. There are two types of task reports, depending on the type of filter you are using: User Task Report – Details the tasks assigned to a single user. My Delegated Task Reports – Details ...
    • Schedule Reports

      Schedule reports display data collected from the Schedule workspace. Using schedule reports, you can generate reports for one or more users and their scheduled items and events. Four different schedule reports are available: Briefing Book - Captures ...
    • Cloning reports

      You can clone a report as a base to build another report. You can use this feature, for example, to build the same report with two different summary or visualization representations. To clone a report: Hover over the report in the reports data table ...