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Edit an Insights Report

Edit an Insights report to make changes such as adding and removing data, changing the chart type, renaming the report, and more.

 
User Permissions Needed: Account Administrator, Reports Viewer With Cost, Reports Viewer
Insights Permissions: Can Edit

NOTE

Only custom Insights reports can be edited. In order to make changes to a standard Insights report, you must first clone the standard report.

Edit an Insights Report from a Dashboard

  1. From the left-hand nav, select Insights then select the dashboard that contains the custom report you want to edit.
    Select_a_custom_dashboard.png
  2. Select the dashboard tab where the report appears.
  3. Hover over the report then select the More (“ ”) icon.
    Select_the_More_icon.png
  4. In the report info popup that appears, select View This Report. The report editor opens.
    Select_View_This_Report.png
  5. See the How to Make Changes to an Insights Report section for next steps.

Edit an Insights Report via the Advanced Editor

  1. Select Insights from the left-hand nav, then select any dashboard.
    Select_a_custom_dashboard.png
  2. Below the dashboard name, click Advanced Editor.
    Click_Advanced_Editor.png
  3. You'll receive a confirmation dialog alerting you that the Advanced Editor is for experienced Insights users. To continue, click OK.
  4. From the app bar, select Reports.
    Click_Reports__AE_.png
  5. You can use the folders to the left to navigate to the report.
    Select_a_folder.png
  6. From the list, select the report you’d like to edit. The report editor opens.
    Select_a_report.png
  7. See the How to Make Changes to an Insights Report section for next steps.

How to Make Changes to an Insights Report

  1. After you've opened the report editor from a dashboard or in the Advanced Editor, use the What button to add metrics (i.e. calculated or aggregated data) and the How button to add attributes (i.e. text values that break down the data in different ways). Use the facts, attributes, and metrics table to find the data you need to create reports you want.
    What_and_How_buttons.png
    For more details about the various options in the report editor, please see the Getting Started with the Insights Report Editor article.
  2. You can use the Filter option to manually add report-level filters. Report-level filters allow you to limit the data in a report when it first loads.
    Note: On a dashboard, report-level filters will combine with dashboard filters. However, if a dashboard filter references the same attribute or metric as a report-level filter, the dashboard filter will override the report-level filter.
  3. Click Done to generate the report.
    Click_Done.png
    Tip: You can use your browser’s back and forward buttons to undo and redo changes.
  4. Use the chart icons to change the chart type.
    Chart_icons.png
  5. Select Options > Settings to change the report name, description, tags, folder, and visibility.
    Select_Options_then_Settings.png
  6. Click Save to save your changes to the report.
    Click_Save__report_.png
  7. If you edited the report from a dashboard, you’ll be returned to the dashboard. You can then save the dashboard.

TIP

You can see the previous versions of a report and revert to an older version by editing the report then selecting Options > Versions.

Note: If you have specific business needs, please contact your Business Intelligence Consultant or Client Success Manager to learn more about building custom dashboards and reports with Insights.

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