PowerSteeringPowerSteering User GuidesEnd User Guide Working with ReportsHow do I edit a report using the Report Wizard?

How do I edit a report using the Report Wizard?

Once a report has been created, it can be edited using the Report Wizard. This article describes how to edit a report using the Report Wizard.

1. Click My Reports or Public Reports

Click My Reports or Public Reports
  1. On the Icon Bar, click the Review button.
  2. Click Reports to expand the menu, then click either My Reports or Public Reports depending on the location of your report.

2. Click Report Wizard

  1. Locate the report you want to edit and click the name of the report.
  2. In the context sensitive drop-down menu, click Report Wizard.

3. Edit Report

  • Edit the report as necessary using the Report Wizard tabs. See the chapter Using the Report Wizard for information about configuring reports using the Report Wizard.
  • Click Save to overwrite the existing report or click Save As to create a new report with the specified settings.

3.1. Click Save

  • Click Save to overwrite your existing report and view the save confirmation message.

3.2. Click Save As

  1. Click Save As to create a new report with the specified settings.
  2. On the Details & Schedule tab, name your report and define the reporting schedule. See the article What does the Details & Schedule tab do? for more information.
  3. Click Save to return to your reports and view the newly created report.

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