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

NEXT: Open report template

Last modified May 27, 2025