Loading and Editing a Custom Summary Report

All saved custom summary reports can be re-opened via the Custom Summary Reports page. Thereafter, you can optionally edit the report's settings and re-save it.

To open (and optionally edit) a custom summary report:

  1. From your FlowWorks account, hover your mouse over . A drop-down menu appears.
  2. Select . This opens the Custom Summary Reports page.
  3. Click . A menu appears, containing a list of your available reports.

  4. Select your desired report from the menu. This highlights the entry in green.

  5. Click . You are taken back to the Custom Summary Reporting page, where your report's settings are displayed.
  6. Optionally, Make any edits you wish to the report.

    For information on setting-up a report, see topic, "Creating a Custom Summary Report".

    Once finished making edits, click Save Report. A box opens confirming the report's name.

    You can optionally modify the name of the report from here and choose whether you want to share the report with others in your Security Group.

    Click . You are taken back to the Custom Summary Reporting page.

  7. Click . A new browser tab automatically opens, where your report is displayed.

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