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Project settings cover everything outside the report canvas — name, client assignment, date range defaults, and PDF export options.
1

Open the project

From the Reports screen, click the project you want to edit.
2

Open project settings

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

Rename

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

Reassign the client

Use the Client dropdown to move the project to a different client.
5

Set the default date range

Pick a fixed range or a relative range (like Last 30 Days) — every widget that uses the project-level date inherits this.
6

Configure PDF export

Under PDF, set paper size, orientation, and any header / footer content for exports. See PDF Export.
7

Save

Click Save to apply.