Editing Reports from the Reports Library in Zendesk
How do I edit a report from the reports library in Zendesk?
To edit a report from the reports library in Zendesk, you need to access the report builder.
Click the reports icon, then click the Settings icon for the report you wish to edit. From the Settings dropdown list, select 'Edit'. This will open the report builder and load the report you selected, allowing you to make the necessary changes. For more details, see theoriginal link.
More related questions
How can I edit a report from a dashboard in Zendesk?
To edit a report from a dashboard in Zendesk, you can either adjust the report's configuration or open it in the report builder for more comprehensive editing. Start by clicking the dashboards library icon and opening the dashboard that contains…
What should I do if a report is locked when I try to edit it?
If a report is locked when you try to edit it, it means another user is currently editing the report. Zendesk only allows one editor to work on a report at a time. If you encounter an error message indicating that the report is locked, you'll need…
Why don't changes to a report appear on the dashboard immediately?
Changes to a report won't appear on the dashboard until you republish the dashboard. When you edit a report that is included on a dashboard, the updates are not visible to readers until the dashboard is republished. This ensures that all changes…
Can multiple users edit a report at the same time in Zendesk?
No, only one user can edit a report at a time in Zendesk. If you attempt to edit a report that is currently being edited by another user, you will receive an error message indicating that the report is locked. This ensures that changes are not…
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