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Edit an existing report

Last Updated: May 26, 2014 11:27AM PDT
To begin, make sure you are in the Report Management interface by selecting the “Reports” tab under the "Settings" menu located to the right of the Regpack logo.

To edit an existing report, click the pencil icon to the right of the report name to edit the report settings. Click "Edit Fields" to change field tokens that exist in the report. 

The report setting module will appear after the steps above. Change settings and click "Update" to apply settings. Click "Edit fields to the report" to begin adding or removing tokens to the report. Click "delete" in the corner to delete the report.

  • Category - Allows you to choose which category the report will appear in.
  • Remarks - Allows you to add some short explanatory text for your report.
  • Quick View - This option controls whether to view the report by clicking the name of individual users in the User Management Page. There is no limit on how many quick view reports you can make.

Select or de-select the field tokens you'd like to add and/or remove to the report from various forms and click the "That's it I'm done adding fields" button

You will be brought to the token management screen, and from here you can re-order the components in the report by clicking and dragging the left side of the entry. You can rename the token by clicking the pencil next to the name. Click "Back to Report Management" 

Your edited report will be visible in an uncategorized category or in the pre-selected category.

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