Edit and Delete a Self Service Report

This applies to: Visual Data Discovery

All self service reports you create can be edited, updated, and deleted as needed.

Edit the data in a self service report

1. Log in as an administrator or a user who has been assigned to a group who can create and edit self service reports.

2. Select the Library option from the main menu, then the Reports tab in the library The library displays dashboards in a table (list) format.

3. Select the report in the list. The report opens.

4. Adjust the data in the report, adding or removing columns, grouping or ungrouping data, changing the order of columns, or applying conditional formatting as needed. Use the reports icon bar to make other adjustments, such as refreshing the data, marking the report as a favorite, or saving a copy of the report with a new name.

5. Save your report.

Edit the header and footer in a self service report

1. Log in as an administrator or a user who has been assigned to a group who can create and edit self service reports.

2. Select the Library option from the main menu, then the Reports tab in the library The library displays reports in a table (list) format.

3. Select the report in the list. The report opens.

4. Adjust the headers and footers. Toggle the Report Header and Footer widgets to enable or disable using reports icon bar. When enabled, select the Edit icon to change the info presented in the header and footer.

5. Save your report.

   Important: The name of the report, the date of the report, pagination information, and any trademark information you provide are included in all reports, even if the headers and footers are disabled.

Delete a report from the library

1. Log in as an administrator or a user who has been assigned to a group who can create and edit self service reports.

2. Select the Library option from the main menu, then the Reports tab in the library The library displays reports in a table (list) format.

3. Locate the report you want to delete.

4. Select delete () icon in the Actions column.

5. Confirm by selecting the Delete button on the warning dialog.

Delete a report from the report itself

1. Edit the report.

2. Select delete () icon from the reports icon bar.

3. Confirm by selecting the Delete button.