How to edit existing Analytics & Reports?

  • Only Admins have the authority to edit existing analytics in the platform.
  • To begin, click on Design Tools, as shown below.
  • In “Analytics” section, All the existing analytics of the platform will be displayed for the admin.
  • Click on “3 dots” icon to carryout multiple functions of the existing analytics such as editing, deleting or adding owner as shown below.
  • Click on “Edit” as shown in below image.
  • Edit or update details like the title and description of the analytics for future reference.
  • Additionally, specify or add users who will have owner access. You can also include other users or groups with view-only access to the analytics.
  • Select or add the data source application from which you can include attributes and values for the X and Y axis to generate analytics and reports based on your requirements.
  • Multiple data source applications can be selected if needed.
  • You can also change the chart type if needed by selecting a different option from the dropdown, as shown below.
  • Click the “Save” button to complete the process of editing the existing analytics.