Edit

The Edit functionality allows users to make changes to an existing saved View within a Report. This is useful for updating properties such as dimensions, measures, sorting, or labels without creating a new View from scratch.

Steps to Edit a Saved View

1. Navigate to the Report that contains the saved View.

2. Select the desired View.

3. Click the Options (⋮) icon.

4. From the context menu, select Edit.

5. The Design page opens for the selected View.

6. Modify the required details.

   • Example: Change the Dimension name or update Order By properties.

7. Click the Save icon to apply changes.

8. A notification confirms that the modified View has been saved successfully.

9. The updated View is displayed on the Storyboard.

Notes:

• Editing a View modifies it in place; the original View is updated in the Report.

• Use Edit for minor changes. For a new variation, consider using Save As (if supported) to preserve the original View.

• Changes are reflected across the Report and are available immediately to all users with access.