Are you looking to modify the name of a specific report? Do you want to personalize the name of your individual report? If that's the case, you have the option to edit the name of a single report.
Editing the report's name will result in the change being reflected on both the client and agent's views on the client portal.
This guide will take you step-by-step through the process of changing a report's name. Let's get started!
Please note: This action will only alter the title of the report you are currently editing and will not affect any other report titles.
How to Rename a Report
In this section, we will guide you through the process of renaming a specific report. Simply follow the steps and refer to the video tutorial for assistance in updating and modifying the report name.
Click "Edit" under the report.
Scroll over the report name at the top and hit the pencil icon.
Enter the name of the report under "Name."
Click "Save."
 💡 Quick tip: Click on the video above to expand it in another window. |
Frequently Asked Questions:
How do I modify the names of all my reports?
Check out this article for instructions on how to change the names of all your reports.
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