Edit an existing report

Modified on Wed, 8 Jul at 11:48 AM

Edit an Existing Report

Edit an existing report in FLG Insights if it doesn't quite return the results you're looking for.

From the homepage, click the name of the report, or click the Options icon next to it.
Click Edit from the options presented.
The report opens in the report designer.
Make the changes required.

Edit the Name of an Existing Report

Rename an existing report in FLG Insights to something more meaningful, to help you identify it.

From the homepage, open the report you want to rename by clicking its name, or clicking the Options icon next to it and then Edit.
In the report designer, click the report name or the Edit (pencil) icon next to it.
Edit the name to your preference - click Cancel if you change your mind.
Click Apply to confirm.

Refresh Report Results

Refresh report results in FLG Insights to see up-to-date data immediately.

From the report designer, click the Refresh icon in the top right.

Tip:

The Refresh icon does the same thing as the Run report button, but is always accessible in the report designer.
The Refresh icon is disabled until the report design is valid.

Revert to an Earlier Version of a Report

Revert to an earlier version of a report saved in the same session in FLG Insights if you discover a problem, make a mistake, or want to experiment.

In the report designer, click the Options icon, then Revert changes. This is disabled if no changes have been made since the report was last saved.
A warning message confirms you want to revert - all changes in the current session will be lost, and you'll be told when the session started. Click Cancel if you change your mind.
Click Revert to confirm.
You may be prompted to re-run the report.

Tip:

There's no undo function to remove changes one at a time in the report designer.
You can always try something, then revert to the previously saved report if it doesn't give the results you want.

Duplicate an Existing Report

Create a new report in FLG Insights based on one you've already created, to save time.

From the homepage, open the report you want to duplicate by clicking its name, or clicking the Options icon next to it and then Edit.
In the report designer, click the Options icon, then Duplicate.
A duplicate copy loads in the report designer, with a notification in the bottom left corner. The report name has (copy) appended to the original name - see Edit the name of an existing report.
Edit the duplicated report as needed.