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report_list:maintaining_reports [2024/12/09 02:55] – created optrixreport_list:maintaining_reports [2025/12/18 22:50] (current) – external edit 127.0.0.1
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 +====Maintaining Reports====
  
 +You can make small changes to your report configuration - such as renaming reports, changing folders and durations etc. - under **Individual Reports**, found in **Administration|Report Settings**.
 +
 +{{reportlistupper.png|400}}
 +
 +===Editing a Single Report===
 +
 +To change any of the options in a single report, simply click its name.
 +
 +You'll then be able to edit key report settings, such as the...
 +
 +   * Report Name
 +   * Report Duration (default amount of time covered by the report)
 +   * Base Date (the start of the day, week, month etc.)
 +   * Folder
 +
 +===Editing Multiple Reports===
 +
 +You can also perform some changes to //many// reports.
 +
 +Click the check-boxes next to one or more report names, then scroll to the bottom of the page.
 +
 +{{reportlistlower.png|400}}
 +
 +Here, you can choose from a set of options in the drop-list, including...
 +
 +   * Archive (hide the report from normal users),
 +   * Unarchive (unhide the report from normal users),
 +   * Change Base Date (changes the start of the day/week/month)
 +   * Change Duration (changes the default duration of the report),
 +   * Change Folder
 +
 +This lets you quickly move around large numbers of reports if you want to make significant changes to your organisation.