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