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Edit a Custom Report

Published on: Wed, 19 Apr, 2023 at 3:04 AM | Updated on: Mon, 9 Feb, 2026 at 3:07 AM

From the left navigation menu, select [Engage] → Reports → More Reports.
Select Category and filter for Built [Unchecked box].
Hover over the report you want to edit, then select View.
Select the visualization you want to edit, then change the Dimensions, Measures, and filters you want.
In the top-right corner, select Save.

You can customize the name, resize, download, clone, and delete each visualization added.

To name the data visualization:
Select the Untitled field in the top-right corner and give the visualization a name. In the above example, we’ve added a data table and named it accordingly.
To resize the data visualization:
Place your cursor over the angled bracket in either the bottom left or right corner and drag it to the desired size.
To download the data visualization:
Select [Download] and choose whether you’d like to save the data in PDF or CSV format.
To clone the data visualization:
Select [Menu] → Clone. This will create a copy of the same visualization. You can then change or modify the data fields, allowing you to have two sets of data tables but with different data. This could be a great way to help categorize or organize your data sets.
To delete the data visualization:
Select [Menu] → Delete. This can be used to remove the data visualizations you no longer want displayed in your report.