Editing workbook properties for reports

Modify the name, category, and description of custom reports to organize and identify your analytics workbooks more effectively.

About this task

You can change the workbook properties of any custom report at any time.

Procedure

  1. Click the three dots right next to a report name and click Edit.
  2. In the Workbook Properties window you can change the following:
    • Name – enter a new unique name for the report.
    • Category – enter the name of an existing category to save the report there, or create a new custom category.
    • Description – enter a short description to help you identify the report.
  3. Click Save to accept the changes.

Results

Note: If you have access to the report, you can see the workbook properties of the report.