Pro Reports: Edit and Customize a Report

The ability to edit and customize reports is a powerful feature of the ServiceCore Pro Plan, enabling users to tailor reports to their specific needs. This guide provides step-by-step instructions on how to modify a report, from simple edits to adding new columns.

Before You Start

Here's some things to know before you edit and customize a report:

  • Pro Plan Required: Editing and customizing reports are features available under the ServiceCore Pro Plan. Learn more about the ServiceCore Pro Plan here.
  • Report Copying: Before editing, a report must be copied into "My Reports". If you’re unsure how to copy a report, please refer to our Copy a Report article.
  • User Permissions: Access to edit and customize reports is granted to users with roles that include report access.

Editing and Customizing Your Report

To get started, follow these steps:

  1. Accessing Edit Mode: Navigate to the bottom right corner of a report in "My Reports" and click on the "Edit" button to start customizing.Screenshot 2024-03-29 at 3.00.04 PM.png
  2. Modifying Columns: Right-click on any column or table header to access modification options. You can:
    • Sort: Organize data in ascending or descending order.
    • Filter: Narrow down data based on specific criteria.
    • Add Column: Introduce new data fields to the report.
    • Rename: Change the name of a column to something more descriptive.
    • Hide/Delete: Remove unnecessary information from view or the report entirely.
    • Move: Adjust the placement of columns within the report.Screenshot 2024-03-29 at 3.00.19 PM.png
  3. Publishing Your Edits: After making the desired changes, ensure to click on "Publish" to save and apply your updates.Screenshot 2024-03-29 at 3.00.34 PM.png

Next Steps

Scheduling Your Customized Report

Now that you've tailored your report to meet your needs, the next step is to ensure it reaches the right people at the right time. Scheduling your report for automatic delivery is simple and efficient, allowing you to keep everyone informed without manual intervention.

For detailed instructions on how to schedule your customized report, please refer to our Schedule a Report article. This guide will walk you through setting up report delivery frequencies, recipient lists, and more, ensuring your valuable insights are shared consistently with your team or stakeholders.

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