Change the name of distributed reports

Change the name of distributed reports

Rename distributed reports

  1. Click on Distribution.
  2. Select the client whose report you want to rename.
  3. Click on the three dots (…) next to the distributed report, or in the upper part of the report card, and select Rename.
  4. In the dialog box that opens, enter the new name and click Change.
Last modified March 26, 2026