Question:

How to edit an existing report in PromoMats and Veeva 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: 

1. Go into the Reports Tab:
   
   
   
   
2. Go into All Reports:
   
   
   
   
3. Select the Report to Edit:
   
   
   
   
4. Click the Edit button:
   
   
   
   
5. Make the necessary changes to the Report, such as the Name, Conditional Fields, Filters and Columns:
   
   
   
   
6. Save the changes:
   
   

The second way to edit an existing report is: 

1. Navigate to the Reports Tab:
   
   
   
   
2. Go into All Reports:
   
   
   
   
3. Hover over the Report, click the Action Menu and select the option to Edit:
   
   
   
   
4. Make the necessary changes to the Report, such as the Name, Conditional Fields, Filters and Columns.
   
5. 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?