Edit a customized report

About this task

Note: You can edit reports that you have customized and also those that other users have customized and defined as “public.” You cannot edit a standard (non-customized) report; however, you can create a customized version of it.

Procedure

  1. From the Payments menu, in the Reports section, select Payment Reports.

    The Payment Reports page displays a list of available standard and custom reports.

  2. For any listed custom report, click Edit Report.

  3. Modify the report criteria, as needed.

  4. Click Continue.

  5. Review the custom report settings, and click Save.

    Tip: You can also click Save and View Report to immediately view the report with your changes.

Parent topic: Reports