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Edit Advanced Search Reports

Saved Advanced Search reports can be edited, which allows changes to be made to the Report Name, Description, and Share Report toggle.

To edit an Advanced Search report:

  1. Locate the report in the Load Report dropdown.

  2. Click the three-dot menu and select the Edit option.

  3. The Edit Report window will display with the existing Report Name and Description pre-filled.

  4. Make any necessary changes and click the Save button.

NOTE: Changes to your saved search name will overwrite the active saved search on refresh.

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