2.0 Reporting - Modifying an Existing Report

2.0 Reporting - Modifying an Existing Report

We do recommend making a copy of the default reports if you wish to continually revise the report with its own edits.

Video Tutorial:

00:00: Hi this is Nikki from healthy roster and this tutorial is going to walk you through modifying an existing report within the 2.0 reporting platform 00:10: Select the reporting tab on the left navigation 00:14: Now select the three dots to the right of the report you wish to copy 00:19: Now select copy 00:22: Now you will be able to see the default report as well as your copy 00:27: To make edits to our copied report select the three dots 00:31: And now select edit 00:35: Now you can make the necessary edits for your report keep in mind edits that you make within this page will save as the new default view for the specific report you may want to hide Fields change dimensions of the reporting columns or make the title of the report something specific for your reporting needs to edit the column select the three dots to the right of the column 00:56: Now select edit 00:59: Here you will see the options that you're able to edit for the columns I'm going to make the birthday not be visible on my end reporting I've unchecked that box select OK when you're happy with the formatting that you've chosen for this column 01:12: Once you're happy with your edits you can run or save the report by selecting run you're able to view the changes you've made and come back to the end report if desired by selecting save you are saving the adjustments to the report thus making these edits your default 01:28: I have selected to run the report input the parameters for your report and select run 01:34: You're Now default report will run here you will see you can simply download the report if you're happy with the end view or you can navigate back to the edit screen the edit screen will take you back to the report configuration where you can make modifications to the default view 01:52: If you have questions or need more help please visit the help tab on your left navigation or we just directly at helphe roster.com

Step-By-Step Tutorial:
  1. Select the reporting tab
  2. Select the three dots to the right of the report you wish to modify
  3. Select Copy
  4. A copy of the report will now show below the original, click on the copy to edit
  5. You then can edit the report as necessary
  6. Once you're happy with your edits, you can run or save the report. By selecting Run, you are able to view the changes you've made and come back to edit the report if desired. By selecting Save you are saving the adjustments to the report, thus making the edits the default.
  7. If you choose to Run the report, next set the parameters for the report and select Run
  8. Once your report is generated, you can continue to export (downward pointed arrow) or go back to editing the report (pencil icon)
Note: if you wish to return to this report without having to recreate the settings, you will want to return to "edit" and then "save"


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