Question:
How to edit an existing report in Vault PromoMats and Medical?
Answer:
Users need Edit permission on the report. There are two ways to Edit an existing Report:
The first way to edit a report is:
- Go into the Reports Tab:
- Go into All Reports:
- Select the Report to Edit:
- Click the Edit button:
- Make the necessary changes to the Report, such as the Name, Conditional Fields, Filters and Columns:
-
Save the changes:
The second way to edit an existing report is:
- Navigate to the Reports Tab:
- Go into All Reports:
- Hover over the Report, click the Action Menu and select the option to Edit:
- Make the necessary changes to the Report, such as the Name, Conditional Fields, Filters and Columns.
- Save the changes.
Related Documentation:
Knowledge Base: How to Edit a Report Column Label in PromoMats?
Knowledge Base: How to Edit the Sharing Settings of a Report in PromoMats?