Enable field editing for a report
Follow these steps to activate field editing.
1. Open the Reports area
Select the Reports tab
Select All reports
2. Locate the report
Use Search all reports to find the report by name, or
Scroll through the list of available reports
3. Open report properties
Select the report name hyperlink
This opens the report properties
4. Enable editing
Select Enable field editing to activate the pencil icon, or
Select Edit to begin editing fields directly
Select Save to keep your changes
If the pencil icon is missing
1. Check the field editing status
If the button displays Field editing enabled, the feature is already active.
2. Refresh or rerun the report
Run the report again, or
Refresh the report view
The pencil icon will display once the report reloads.