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Add or Edit a Report Element

You can add or edit elements within chapters or grouping elements in reports.

To add or edit a report element:

  1. Click Reporting > Reports.

    The Reports page appears.

  2. In the reports table, click the name of the report you want to edit.

    The Edit Report page appears.

  3. In the left navigation bar, click Definition.

    The report outline appears. This outline is, by default, expanded. For more information, see Edit a Report Outline.

  4. Do one of the following:

    • Click Add Element next to the element where you want to add the element.
    • Click the edit icon next to the element you want to change.=

      Tip: To display Add Element or the edit icon, hover the cursor over the element.

  5. Configure any of the following types of elements:

  6. Click Submit to save your changes to the report.

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