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:

  1. Click on Reporting.

  2. Select a report template in the list by hooking the checkmark

  3. Click on the three dots … behind the report Three Dots

  4. 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.

  5. 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