Editing a Report
Editing a report lets you change any parameters of an already-created report: data source, set of metrics, filters, output settings, and schedule. All changes are saved as a new version of the report's configuration.
Before you begin
Make sure that:
- You have permission to edit the report (Editor or Admin workspace role)
- The report is not currently running (status Running). If the report is running, wait for it to finish or cancel the run
Step-by-step instructions
1. Open the reports list
Go to the Reports section in the left-hand menu. You'll see a table with all the workspace's reports, their statuses, and last run dates.
2. Find the report you need
Use search by name or filter by type/source. Click the report row — the details page opens.
3. Switch to edit mode
On the report details page, click the Edit button (pencil icon in the upper-right corner). The Report Builder opens with the current settings.
4. Change the parameters you need
The builder consists of three sections:
- Source — choosing the connection, account, entity
- Data — metrics, dimensions, filters, sorting, row limit
- Output — destination sheet, write mode, columns, schedule
Change only the parameters that need updating. The rest remain unchanged.
5. Save the changes
After making edits, click the Save button at the bottom of the page. The system checks the configuration's correctness:
- Availability of the selected connection
- Compatibility of metrics and dimensions
- Correctness of filters and formats
If the check succeeds, the changes are saved and the report is updated. If errors are found, you'll see warnings describing the problem.
6. Verify the report works
It's recommended to run the report manually after significant changes to make sure the output matches expectations. Use the Run Now button on the details page.
How to verify
- Open the report page — check that the parameters have been updated
- Run the report manually — check the data's correctness in the output sheet
- Check the run history — make sure the new run is marked as successful (Completed)
- If the report is tied to a schedule, wait for the nearest automatic run and check the result
Important notes
- Changing the data source may reset metrics and dimensions if they aren't available in the new connection
- The write mode affects how new data interacts with existing data in the output sheet
- Renaming the report doesn't affect run history — it's kept by report ID
- If the report is used as a source for another report (a chain), changing its parameters may affect dependent reports
Related articles
- Creating a Report — step-by-step instructions
- Duplicating a Report — creating a copy
- Deleting a Report — cascading deletion
- Report Builder — all builder parameters
- Write Modes — details on each mode