Viewing and Editing the Properties of Your Custom Report

Viewing and Editing the Properties of Your Custom Report

The page that will open after having selected Create and Edit is composed of five tabs relating to your custom report: Properties, Filters, View Options, Schedule and Preview. In the Report Info section of the Properties tab, you’ll find the info that you have just inserted in the Create a New Custom Report right panel and you are free to edit the name and description (but not the type of report chosen) if you need to do so.

In the Report Download Permission from Link section below, when the Login required to download the report option is flagged (please note that it is flagged by default) your users need to login to the platform in order to download the report using the link they received via email or at the end of a background job. If you as a Superadmin unflag this option, everyone who has the link can download the report, with the risk of losing control of data. 

Please note that Power Users can activate or deactivate this option only if you as the Superadmin flag the Report Download Permission from Link option in the Advanced tab of the platform’s Advanced Settings. Otherwise, if the option in the Advanced Settings is not flagged, Power Users cannot enable or disable the option in the report.

Next, in the Time Zone for Date Fields section you can insert the time zone in which you want to display and export your report. For example, if your company has ten headquarters, you can create ten different reports and configure the corresponding time zone for each one of them. Remember that the default time zone that you will find in this field is the one that you set in the Preferences section of your My Profile page. 

If you didn’t change the time zone on your profile page, the default time zone will be the one you configured in the Advanced Settings menu, Date and Time tab of your platform. Refer to this article for further info about how to manage the time zone of your platform.

Finally, in the Visibility area, you can configure and manage who will have permission to view the report you’ve created. Read the Report Content Visibility section for more info about report visibility.