Editing a Favorited Report

Created by Ezra Weinstein, Modified on Thu, 12 Jan 2023 at 04:57 PM by Hannah Harris

If after you receive an auto-generated report you want to change the Report Options or want to export the report to Excel, you can do so by clicking on the drop-down arrow on the report's page (1), which will expand the Report Options (2).


Note: This will not change the options of this report for every subsequent time you access the report from the Dashboard or the Favorites category in the Reports module, this is just a one-time option. If you want to change how the report auto-generates, you will need to go through the adding process again and add the report with the new options as a separate favorited report.

Also on this page you can remove the report from your Favorites by clicking on the Remove from Favorites button (outlined below).

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