Need to change which Pieces are included, adjust your data settings, or change how a Report displays? Most Report types can be edited and generated again without starting over.
Edit an Existing Report
Navigate to Reports/Docs > Reports in your left-side menu
Select the pencil icon to the right of the Report you want to edit
Change whatever you need to change
Select Generate Report at the bottom
You are redirected to Reports/Docs > Reports, where a new version generates with your updates
Once it finishes, select your Report title in the Report column
Choose View, Download, Copy URL, Share, or Rename from the drop-down menu
Did you know?
Every setting and Piece you chose the first time is still selected when you reopen a Report, so you only change what you want to change.
Which Report Types Can Be Edited
If a Report can be edited, it has a pencil icon at the right of its row on the Reports page. If there is no pencil, that Report type cannot be edited after it is generated.
To change a financial or contacts-based Report, go back to the feature you created it from, set your filters there, and generate a new Report. For example, adjust your filters on the Income page and generate a new Income Report, or on the Contacts page for a new Contact Report.
Did you know?
From creating your first Report to customizing your branding, using templates, and exploring every Report type available, our complete guide covers it all.