Editing Reports
Editing an existing report is possible only if your user group permissions allow it.
To edit a report:
1. Click the Report tab.
2. Click

next to the report's name.
3. Modify the information.
4. Click Save to save the modifications.
Settings
Click

to view the edit report settings. Settings has following options:
• Properties: Allows you to modify the name of the report, change access permissions of the report, add or remove the roles etc.
• Save as: Allows you to save the same report with different if required.
• Delete: Allows you to delete the report.
Excel export
You can export reports to Excel. Two options are available:
• Download: Download the report in .xlsx format.
• Store: Allows you to store the document in document tracker.
View Mode and Edit Mode
There are two modes of the reports: View mode and Edit mode. If you have only READ access for the current report, only the View mode is available. If you have WRITE permission, you can switch between the two modes by clicking either Open in View Mode or Edit on the action bar.
In the View mode, you can see only the name and description of the report, and the result table.
Click My Reports to see a list of your starred reports and some predefined reports (Submitted by me, My unresolved items). You can star your reports using the context menu of the report in the View and Edit modes.
You can edit in-place in the View and Edit modes. For more information about in-place edit see,
In-place Edit of Work Items.
Direct Edit Mode
The Direct Edit mode allows you to change the report settings without having to run the reports.
Enable the Direct Edit mode by setting the value of "reportEditWithoutLoading" to true in the application configuration. You can enter the Direct Edit mode in two ways:
• Click > > and then, click Edit next to the name of the relevant report.
• In the View mode, click Edit in the relevant report.
To load the reports in the Direct Edit mode, click GO, or select any of the Show Children, Show Ancestor Items, Show Descendant Items checkboxes.
When you open a report for the first time in the Direct Edit mode, the results are not loaded immediately. A message to click GO appears.