Editing a report

You can edit a report by changing the report format or query that the report is based on.

Before you begin

HCL Compass software includes predefined reports and report formats.

You must have the Public Folder Administrator privilege to edit a report in the Public Queries folder.

About this task

To edit the report format or query associated with a report:

Procedure

  1. Right-click the report in the workspace and select Edit.
  2. In the Edit Report window, modify the report:
    • To change the report format associated with the report, click the Browse button next to the Report Format field. In the Select Report Format window, navigate the workspace, select a different report format, and click OK.
    • To change the query associated with the report, click the Browse button next to the Query to Apply field. In the Select Query window, navigate the workspace, select a different query, and click OK.
  3. Save the modified report. In the Edit Report window, click OK.

Results