I have copied an existing report template for my own use with the intention to use it for my search options. I don't understand how I can name it as I wish. How to rename a report when copying? How to delete a copied report?

![Screenprint: ]1

  • you mention not seeing that tab - can you edit your question to tell us your CiviCRM version? Thanks! – Jon G - Megaphone Tech Mar 1 '19 at 14:50

When viewing the report, click on the Title and Format tab to rename it, from the actions drop down menu you have an option to delete –

enter image description here

Further documentation on reporting can be found here - https://docs.civicrm.org/user/en/latest/reporting/set-up/

| improve this answer | |
  • 1
    I don't see that tab on my screen! – Leif Svensson Mar 1 '19 at 14:28
  • what tabs do you see - have you checked Permissions – petednz - fuzion Mar 1 '19 at 20:05

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.