Modify or delete reports

You can modify or delete existing reports. You can also create a report based on an existing one using Report Builder.

In this topic:

Modify report

You can change the options or reporting criteria of an existing report.

To modify a report:

1. In the web client, open the Reports view.

2. In the navigation pane, select the appropriate object class folder, such as Items, Requests, Projects/Streams, or Baselines.

   Optionally, expand the folder and select the report category, such as Favorite Reports, My Reports, or Public Reports.

3. Select a report in the content pane of the Reports view.

4. On the toolbar, click Modify Report . The Report Builder dialog box opens.

5. On the Edit tab, modify the fields, as described in Create reports.

6. To create a new report based on another report, in the Report Name field, enter a new name. Then modify the fields on the Edit tab, as described in Create reports.

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Delete reports

You can remove reports in the web client.

To delete one or more reports:

1. In the web client, open the Reports view.

2. In the navigation pane, select the appropriate object class folder, such as Items, Requests, Projects/Streams, or Baselines.

   Optionally, expand the folder and select the category of report, such as Favorite Reports, My Reports, or Public Reports.

3. In the content pane, select one or more client reports.

4. Click Delete .

5. Click Yes to confirm.

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See also:

• Run and use client reports