Edit report template
When you have created the report template, you need to edit the contents before publishing and sharing it.
In order to do so:
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Click on Reporting.
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Select a report template in the list by hooking the checkmark
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Click on the three dots … behind the report
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Click
Edit. The report template opens in Report Designer.
If you have selected more than one report template or a package, the Edit button is not available. -
Edit, save and close the report template.
The first time you edit a report, the OneStop Reporting add-on to Excel will be installed.
Please see Installing Report Designer for more information.
For more information about editing reports in the Report Designer
Go to Report Designer.
NEXT: Open report template
Last modified May 27, 2025