Alloy allows you to edit and update any existing custom report by using the Report builder.

Editing an existing report

To edit an existing custom report use the following procedure:

  1. Select Custom reports from within the Reports card, the list of custom reports that have been created, is displayed in the search panel on the right.
  2. Select a report to view the detail of a custom report. By default the General tab is displayed.

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  1. Select the button on the action bar. You can now edit the Name of the custom report.

  2. Select the more actions button from the action bar.

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  1. Select the Open report builder button, to access the Report builder.

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You can now edit and update the data sources in the Data sources tab. The Report documents tab allows you to create additional documents or edit the documents within the report, see Report builder.