When creating a report, you can give it a name and description. This can help communicate what the report is, how to use it and when to use it.
When you are editing a custom report, select the "Report Actions" dropdown and select "Edit Report Details".
A window will open where you can edit the:
- Report Name
- Report Description
Once you have finished editing, select the "Save" button and the report name and description will be updated.
The report name will be shown in the report library and at the top of the report when you or your team generate it.
The report description will only be seen by you and your team in the report library.