Table of Contents

Edit Report

From the Reports module, the Edit function is only available if:

  • The report listed in the grid is a user-defined report, meaning it was created in Report Builder, and
  • The user has 'Administer Client' as a permission, which is designated in the user's Role.

The Edit function can be accessed either as a grid action or from the view mode. Clicking Edit will open Report Builder in Administration.

 

 

The 'Administer Client' permission can be selected for a Role in the Administration module, under the Users menu.