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Editing a standard report
Answer ID 1759   |   Last Review Date 12/18/2018

Can I edit a standard report?

Environment:

Analytics / Reports

Resolution:

You can copy both custom reports and standard reports such as the Answers Viewed, Agent Effectiveness, and Service Summary reports. This allows you to customize the standard reports to meet your needs. The standard reports themselves open in read-only mode so that the original reports cannot be modified.


  1. From the Analytics button, in the left-hand navigation frame, click or double click the Reports Explorer.
     
  2. In the right hand frame, right click on the report you would like to copy, and select Copy.
     
  3. In the pop-up window, click the directory and folder where you would like to save your copy.
     
  4. In the Name field, enter a new name for the copy of the report and click Save.

From the Reports Explorer, you can right click on the copy of the report and select Edit to edit your copy. Once you have modified the copy of the report, save your changes. Double click on the report name in the explorer to verify the contents and display of your new report.

Note: When a report is copied, it retains the information from the original report, including the original title. To update the title of the report, double-click on the Title field or right click and select Edit Text Field. In the pop-up window, update the contents of the Text field.

You can also delete the field. To add a new title field, click the Insert tab at the top of the page, and click Text FIeld. Select the text field you want. Then, click the location in the report to drop the new field. Right click on the text field to make changes.


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