Editing workbook properties for reports

Editing workbook properties

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

  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.
  1. Click Save to accept the changes.
Note: If you have access to the report, you can see the workbook properties of the report.