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Edit a Report

About Editing a Report

  • Reports can be edited by copying the report into a new one so that changes as needed can be made to a future report
  • Users can add or delete recipients on reports, select or remove devices, change the reporting data, and select a different frequency to send the reports

How to Edit a Report

Editing Options:
  1. There are various actions that users can take under Actions from Deleting a report, to downloading the most recent report
  2. To view more information on the report click the expandable and collapsible carrot
  3. To edit or add additional recipients click Edit Recipients
Note Copy Into New Report action allows a user to reuse the report and edit the report as desired (continue reading to learn more).
Copy Into New Report Action:
This action will allow a user to replicate the existing report into a new copy of the report that can be edited
  1. Report Data (e.g. Device, Calibration, Tabular, etc.) can be edited by clicking Edit to the right
  2. Devices to report on (selected locations and or devices) can be edited by clicking Edit to the right
  3. Click Resolve to make changes to the title, frequency, and add or delete recipients of the report
  4. Click Save and finish when finished
Warning If a report was Copied into a New Report, the old report can be deleted if you wish to no longer receive the previous report. Deleting a report will stop future reports from sending. Success Reports that are automated can be edited for a variety of reasons. Take advantage of the automation the DicksonOne reporting suite has to offer.