1
Open the report
From the client’s Reports tab, click the report you want to edit.
2
Open the Settings tab
In the report editor, open the Settings tab.
3
Rename
Edit the Report name field. The new name appears on the shared link, in PDF exports, and in the email subject when the report is automated.
4
Set the default date range
Pick a fixed range or a relative range (like Last 30 Days) — every widget that uses the report-level date inherits it. Changing the range refetches every connected data widget.
5
Configure cover page and header
Toggle the cover page, header, page numbers, table of contents, and thank-you page (multi-page reports only), and choose what each shows.
6
Configure PDF export
Enable PDF export, and for multi-page reports set the paper size (A4 or Letter) and orientation (portrait or landscape). See PDF Export.
7
Save
Click Save to apply.
A report belongs to the client you create it under, and it can’t be reassigned to a different client. To report on the same structure for another client, recreate the report under that client — or save it as a template first and apply it there.