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
Navigate to the Report that contains the saved View.
Select the desired View.
Click the Options (⋮) icon.
From the context menu, select Edit.
The Design page opens for the selected View.
Modify the required details.
Example: Change the Dimension name or update Order By properties.
Click the Save icon to apply changes.
A notification confirms that the modified View has been saved successfully.
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.