Before you edit an existing report:
Make sure you know which fields you'd like to remove/add to your report. Remember, that every report has a purpose. Make sure you know what the report is trying to communicate and who it's for before you edit.
To copy a report and modify it:
-open the report then click Options > Edit This Report
-On the sidebar, click Create New Report From This One
-Name your report and click Save
Follow the directions below for adding or removing fields, or modifying the column order
Editing A Report
For this example, we'll be editing the following report: Child | All found under the child tab at the top of the screen. We want to add the field "Child Case Entered Date."
Editing the Report Fields
There are a few options to get to the report builder to customize the report.
1) Add or remove a field only (make no other changes to the report)
-Open the report from the home page under the Child entity.
-Click Options > Add Field
-Click the case table that you'd like to modify. For this example, the case table is "Child Case"
-Check the fields you'd like to add or un-check fields you want to remove. In the example below, we're adding the field "Child Case Entered Date." Click Save. You'll be taken back to your report.
2) Add and/or Remove a field and Modify Column Order
Open the report and click Options >Edit This Report
OR: from the home screen, Go to Settings >Report Builder and scroll down to click on the report you'd like to edit
NEXT: From the sidebar, choose one of the options to add or remove a field, or modify the column order.
Modify Column Order
If you want to customize the order of the columns across the top of your report, click Modify Column Order from the sidebar. You'll see the columns with numbers above. Simply click the drop down arrow and select the column number where you want to show that data.
There are more customization options under the "Advanced Options" area of the sidebar.