Edit a report anytime to update what it shows or how it's organized.
To edit a report:
Click Reports.
Click the name of the report you want to edit.
(Optional) To change the report data, add, edit, or remove filters. Read Report Basics: Add Filters.
(Optional) To change how the report results appear, you can do any of the following:
Add, edit, or remove columns
Add, edit, or remove columns, which are columns that calculate a number or currency total based on another column.
Sort or group the report by a column. Read Report Basics: Add and Edit Columns.
On the Details tab, update any of these as needed:
Name: Rename the report.
Description: Update the description.
Folder: Select a different folder.
To save the report, click Save And and one of these options:
Keep Editing: Save the report and keep working.
Export to Excel: Save the report and download a spreadsheet.
Schedule Report: Schedule the report to automatically email once, daily, weekly, or monthly.
Go to Report List: Save the report and go to the Reports list.
Related
Bloomerang Learning: Basic Reporting & Filtering in Bloomerang CRM (10 minutes)
Bloomerang Learning: Advanced Filtering & Reporting in Bloomerang CRM (15 minutes)
Bloomerang Learning: Report Management in Bloomerang CRM (25 minutes)