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.You can also change it from the date picker in the report header, without opening Settings or entering edit mode. It saves either way.
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.