Modifying a Report with Insights

Open the desired report from the Insights Dashboard.

Rename the Report

Before you modify the existing report, take a moment to give it a unique name.  Click the Pencil icon next to the existing report name, enter a new name, then click the check mark to apply the change.

Note: Stay under the 250 character limit.

Modify the Report Data

Click the Manage Fields icon.

Drag the any new fields into the columns, rows, or values containers and click Update.

Now that you have modified the existing report, click the Save As button.

You will be presented with one more opportunity to rename the report, if you chose to skip that step. Click Done.

Your new report can be found in the My Reports section of the Insights Dashboard.