To edit an existing report in SmartSuite, follow these steps.
Important: You can only edit reports listed under Reports created by me. Reports listed under Reports created by FSI are not editable. If a System Report needs to be changed, contact the FSI Support Team.
- Open the Reports module
Click the Menu icon, then select Reports > Reports.
2. Locate your report
Find the report you want to edit under Reports created by me.
3. Open the report for editing
Double-click the report, then click the Configure button in the toolbar at the bottom of the window.
4. Edit the report using the tabs
Use the tabs at the top of the report to navigate to the area you want to change
- Conditions: The filters your report uses to search for data. Adjust the condition bars to change what data the report retrieves.
- Ordering Setting: The order in which results are displayed. For example, sort alphabetically by surname.
- Result Data: The columns and fields that appear in your report results.
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Template: The layout, margins, and fonts of your printed report.
See the article Building a Report in SmartSuite for more information about these Report tabs.
5. Save your changes
Click the Save button in the toolbar at the bottom of the window.