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Home > Success Center > Orion Platform > Orion Documentation > Orion Platform Administrator Guide > Manage reports in the Orion Web Console > Modify an existing web-based report

Modify an existing web-based report

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Created by Caroline Juszczak, last modified by Magdalena.Markova on Dec 07, 2016

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Modifying an existing web-based report is often the simplest way to generate a new report. You can add pre-existing resources or create a custom table or chart. You can also edit information about each resource, such as its title.

  1. Click Reports > All Reports in the menu bar, and click Manage Reports.
  2. Select Report Origin in the Group by drop-down in the left pane, and select Web-based from the list.
  3. Select the report to use as the basis for your new report, and click Duplicate & Edit.
  4. Select the resource to add to the report, and click Select and Continue.

    Some resources require you to choose a specific object to report on. For example, if you want to track how many people use to a specific application, you must choose the application when adding the resource.

  5. Click Edit on the resources to make changes such as filtering the objects, group columns or setting a sample interval. Available options depend on the type of resource you add.
  6. Click Next to display the Preview view, and click Next.
  7. Add report properties, such as categories or custom properties. Use the report limitation category to restrict the report to specific user accounts. Click Next.
  8. Schedule the report by clicking Schedule this report to run regularly, and creating a new schedule or adding the report to an existing schedule. Click Next.
  9. Review the Summary and click Submit to save the report.
 
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