How do I make adjustments to reports that I’ve added to my Dashboard?

If you need to make adjustments to the Custom Reports that appear on your Classic Dashboard, open the Reports tab located in the top navigation menu.

To edit a Custom Report:

  • Click on the 3 dots to the right of the Report Title
  • Select "Edit" from the drop-down menu

Custom Reports - How to Edit

Once you make your edits, make sure to save your report.