To edit user-created custom reports:

1. Click the Reports/Analyze top navigation link to go to the Reports List.

2. In that list, find the report you wish to edit.

3. Click the  Edit icon next to that report's name.

If you wish to edit one of the system reports that comes with Certain, you must copy the report and edit the copy.

To do this, go to the Reports List, click Copy, and follow the steps in the Report Copy Wizard.

Once you have copied the system report, follow the instructions above to edit the report.

Note: The report type cannot be changed once the report has been created. If you wish to change a report's type, you need to create a new report instead

Note: If a report is designated as a Changes Report then you cannot undo the Change Report settings or edit the report filters and columns.

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