Post

9 followers Follow
1
Avatar

Reporting-edit system created reports

In the reporting section (from the navigation panel), We have many reports that have been created by the system.  I see you can edit some of these, but on others the edit button is grayed out and we cannot edit them.  Is there any way around this?  We don't want to change the system reports and get rid of the original system reports, but we want to edit them and save them as a new report (we want to use the filter and query data of the system reports as a starting point to create other reports).  Is this doable?  If so, how.  The one I really want to tweak is under time tracking-project utilization.

CR-288162
 

Thanks!

Virginia

Virginia Hoskins Completed

Please sign in to leave a comment.

9 comments

0
Avatar

Hi Virginia,

At the moment, there is no way to edit the ones that cannot be edit. These reports are actually through the API and does not have the standard reporting functionality that you see. If need help building reports based on a similar report, you can contact your CSM or attend one of our webinars. I would like to inform you that we have a new Report Module coming out by the end of this year that will provide a lot more functionality and we are close to releasing it! 

Tom Do 0 votes
Comment actions Permalink
-1
Avatar

This is now possible with our current Reports and Dashboards module.

Josh Santos -1 votes
Comment actions Permalink
0
Avatar

This does not seem correct. I am still not able to edit many of the reports. See screen capture.

Leo Lovely 0 votes
Comment actions Permalink
1
Avatar

Leo, 

What is strange here is that there are a few that are editable, see my image below but as you stated there a number of reports that are not. None of the Cost & Revenue reports are editable. Also, this Enhancement Request has not been completed so it is possible they are making this available as they can report by report and they selected the most commonly used reports.

Boris Krutiy 1 vote
Comment actions Permalink
0
Avatar

Any update on this feature/request?  I too for months now have been attempting to recreate a system report (Total Hours Reported by a User for a Selected Timeframe) but have not been successful.

Deb

Deborah Washburn 0 votes
Comment actions Permalink
0
Avatar

Hi team, Even Astellas need this feature where our users should be able to "save as" exsiting system reports and amend/edit per their requirement. Any idea if this will be released or available for us in near future?

Parmar, Kavita 0 votes
Comment actions Permalink
0
Avatar

Is there an update on this? It still does not seem possible to edit system reports or "save as" to create an edited copy of the system report?

Colleen Ford 0 votes
Comment actions Permalink