To edit an already-created Excel report, follow these steps: 

1. Ensure you are on the Reports sub-tab within your Reports tab on your dashboard.

2. Locate the report you wish to edit. Click the Edit link next to it.


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3. Adjust the report as you wish.

4. Click the Save Report button to simply update the report. Click the Save and Run Now button if you would like the report to be updated and emailed to you immediately.

*Note: These reports will be emailed to you. They will not download automatically.