Modifying or Deleting Saved Custom Report Settings

  1. Open the Custom Reports window. For more information, on opening the window go to Opening the Custom Reports Window.
  2. Select the name of the report that you want to edit or delete from the Report Name drop-down menu.
  3. To modify custom report settings, edit the selection criteria and click Save.
  4. To delete custom report settings, click Delete.
    The saved custom report settings are accessible to all users who have access to custom reports. Ensure that modifying or deleting saved custom report settings does not adversely affect the workflow of other users.

    For more information, watch this video.