Managing report views

The Workflow Builder provides several options to modify a report view after you add it to a workflow. 

Selecting a report view

The blue border around a report view shows the currently selected view. When you click another view, the filter bar above the view changes.

Modifying a report view

Use the following instructions to modify a report view:

1. Click the ellipsis icon on a view:
   
   
   

2. Use the options in the pop-up menu to modify the report view. Perform the tasks mentioned in the following table as required:
   

   Purpose	Action
   Delete a report view	Click Delete Report View and click Yes on the confirmation dialog box.
   Change the parent of a report view	Click Change Report View Parent. In the Change Report View Parent panel, select a new parent.
   Reorder a child report view	Click Reorder Child Report Views. In the Reorder Report Views panel, select a report view from the list. Use the up and down arrows to reorder.
   Modify description of the report view	Click Description. In the Report View Description panel, edit the description and click Accept.
   To make other changes in the report view	Click Modify Report View. In the Modify Report View panel, edit the available options and click Modify Report View.

Changing the data timespan

You can change the timespan of a chart either from the parent chart or by clicking the Modify Report View.

1. To change the timespan, click Data Timespan at the bottom of the chart. 
   
   
   The Modify Report View pane opens.
   
   
2. Change the data timespan, click Modify Report View.
   

Adding a child view to a parent view

1. To add a child view to a parent view, click the  icon on the parent view.
   
   
   
   
2. In the Add Report View pane, the filter options enables the child view to inherit all the common filters selected in the parent view.
3. To include the filters from the parent view, check Inherit common filter selections from parent view. 
4. Click Add Report View.
   
   
   

In the Add Category pane, select the reporting category for the child view. 
The parent view with the new child view is displayed. The child view displays the data inherited from the selected category filters in the parent view.