Renaming Reports

Written by Louryn Butler
Updated 1 week ago

To rename a report, navigate to the Reports tab in the client portal and click the orange Rename button next to the report you wish to rename.

A pop-up will appear, allowing you to rename the report and click Save. You will not be able to change the report year; if you need a report for a different year, use the + Create New Report button.

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