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Agency-report settings cover everything outside the canvas — name, date range defaults, and PDF export options. There’s no client reassignment since agency reports aren’t scoped to a client.
1

Open the agency report

From the Agency screen, click the report you want to edit.
2

Open Project Settings

Click the Settings icon in the editor or choose Project Settings from the three-dot menu.
3

Rename

Edit the Project name field. The new name appears on the shared link and PDF exports.
4

Set the default date range

Pick a fixed range or a relative range (e.g. Last 30 Days) — every widget that uses the project-level date inherits this.
5

Configure PDF export

Under PDF, set paper size, orientation, and any header / footer content.
6

Save

Click Save to apply.