Unlocking / editing a Report

You are a user, and you love the locked reports, but you want to make a small edit to one of them to make it custom-made for your client, how do you do this? It's really easy!

1) Open the locked report you want to edit

2) Select 'more options' and 'copy'

3) You will be able to rename your report and this opens the editor

4) Edit to your heart's content!

Fundamentals of building reports: read more

Adding formulae: read more

Expand or collapse your reports: read more

Add or edit a budget: read more

Add a graph: read more

Add a period set: read more

Edit whether a report is public (visible in Pulse) or private (hidden in Pulse): read more

Report relative figures (E.g. as a % of sales): read more

Still need help? Contact Us Contact Us