Viewing, Editing and Deleting Saved Reports

From with the report builder you can view, edit and delete your saved reports at any time. 

To do this, from within the Report Builder, click Manage folders.

You will now see that you have access to two folders: My Reports and Shared Reports.

Click on the > arrow to the left of a folder to expand it down and view the contained reports:

Select the pencil icon next to a report to edit the name of the report. 

Use the up and down arrows to alter the order that the reports appear in.

To delete a saved report, select the dustbin icon. 

Adding a new Report Folder

When you are saving and sharing reports you can either save reports directly into the My Reports or Shared Reports folders, or you can create sub-folders of either of these.

To do this, from within the Report Builder, select Manage folders.

To create a sub-folder, click on the + icon to the right hand side of the parent folder. 

Type the name of the new folder and click Save.

You can move any existing reports to the new folder using the up and down arrows to the right hand side of the report.