When you create a report, the platform will automatically give it a name. If you want to change the name and use a more relevant one or one that follows your internal naming protocol, there are two main ways to do that.
From Inside A Report
Select the pencil icon in the top right of your report dashboard
The 'Rename report' window will appear, and simple type in your new name and select 'save'.
From The Report History
Access your Report History by clicking on the “clock” image in the top right corner of your screen
Hover over the report name that you wish to edit. The pencil icon will appear in red.
Click on the pen next to the report name. Type in your new name.
Handy Hint: If the pencil icon is greyed out, it means that the report was created by another user meaning that you cannot edit the report name.
Need help? Request support and we'll connect you with an expert.