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Editing your report

All about your report editing: where to find it and what options are available

Daumante Kubiliunaite avatar
Written by Daumante Kubiliunaite
Updated over 4 months ago

Step 1. Select the report you want to edit, click on the three dots, and select "Open" or click on "Open report" when you hover over the report:

Step 2. You will land in the Report builder, where you can:

1. Change the report title.

2. Add new data sources to the report.

3. Access a library of various types of widgets, build them, add them to the report, or remove widgets from the report that you do not need anymore.

4. Change individual widget data sources.

5. Edit individual widgets.

6. Deleting widgets.

7. Saving the widget as a widget template.


8. Upload your logo to the report, change the colors of the infographics, and change the email theme
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Note that changes you make in the report editor are all automatically saved.
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