Editing a Report

Select ‘Clients’ from the menu on the left hand side of the page and then 'view/edit' your chosen Client

Within each Client, the Reports tab lists all the Reports created with a Client:

 In the 'Actions' column, click the pencil icon to open the Report of your choice in edit mode:

Editable options available are;

• Amend the name of the Report 
• Edit the Date Range of your Report / edit, add or remove comparison options
• Click and drag existing widgets to display in a format of your choice
  NOTE - this can change your layout and will need ordering manually
• Edit Report widgets (Add Note / Set Goal / Delete)
• Add widgets to a Report 
• Add a logo to a Report

'Save' to confirm the changes made to your Report