Editing a Report
You can edit the details of an existing report; however, you cannot change the report type. Changes made to the report affect the display of results the next time you run the report.
Key Considerations
• If the report you are editing is based on a query that is invisible to you, the query displays in the Query list. However, this query is not available when you are creating a report.
• You can edit the reports that you created. Principals (users and groups) that a report is shared with can edit it if they have edit permissions assigned to them by the report creator.
• In addition to the panels specific to the report type, the following panels display in the GUI Report Wizard:
◦ References displays all admin provided and user objects that reference the report. If you plan on making changes to the report or deleting it, this information lets you know what objects are affected by the changes or deletion.
For more information on admin provided objects, see the PTC RV&S Installation and Upgrading Guide.
◦ History displays all changes made to the report.
The following table describes how to edit a report:
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Interface
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Procedure
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GUI
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Do one of the following:
• Select > > , and then specify a selection.
• From the Reports view, select a report, and then > or > > .
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Web
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From the Reports View, select a report, and select Edit Report.
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