See below for editing the settings of a report.
To edit a report
- Log in as an administrator with either:
- The global_admin role.
- A Custom Role with permission to edit reports.
- Go to Report > Designer.
- In the main grid, select one of the reports.
- Click Edit to update the following settings.
Report Name
The name of the report.
Owner
The username of the report owner. The user who creates the report is automatically made the owner. The report owner can always view, edit, or delete the report.
You can later edit this field and assign ownership to someone else.
Description
A description of the report.
Authorization Tags
The optional authorization tags for managing the report. Authorization tags are defined as part of a <user_defined> role and selected here to give explicit control over a report. Users possessing a role referencing the same tag can use, edit, or delete this report. These permissions are in addition to any users with roles enabling them to view, edit, or delete reports globally.