You are here: Reports > Managing Reports > Edit a Report

Edit a Report

You can edit an existing report in IDMS. You cannot, however, edit a standard report.

  1. Do one of the following:
  • From the Home page, click the Reports icon .
  • In the left navigation pane, click the Reports icon and choose Reports.

The Reports List page lists standard and custom reports in the IDMS system.

You can click Recent Report Requests or Scheduled Reports for information regarding those topics. You can also add a report to your Favorites folder by clicking the Favorites icon .

  1. Locate the report to edit.

See Managing Reports for steps on narrowing your search.

  1. Click the More icon and choose Edit Report from the drop-down list.

The Detail tab opens report details by default.

Click Generate Report to run the report at any time.
  1. Edit report details, and click Update Report.
ClosedTo edit columns
  1. Click the Columns tab.

The Report Columns section appears.

  1. Perform any or all of the following to edit:

  • Click the Delete icon to delete a column.
  • Enter a new label in the Column Header field.
  • Click a column line, and drag it up or down to rearrange the list.
  • Click the Add icon to add a column. See Add a New Report for details.
  1. Click Update Report.

ClosedTo edit filters
  1. Click the Filters tab.

Report filters appear.

  1. Perform any or all of the following to edit:
  • Click the Delete icon to delete a filter.
  • Edit the fields for a filter, and check the box if it is a parameter for the report you are running.
  • Click the Add icon to create a new filter. See Add a New Report for details.
  1. Click Update Report.
ClosedTo edit report permissions
  1. Click the Permissions tab.

A report security lists with user names and whether the user can execute and edit reports.

  1. Check or uncheck the boxes for Can Execute and Can Edit.

    Click the down arrow in the User Name column to perform a reverse sort by first name.

  2. Click Update Report.

This video provides an overview of scheduling a report in IDMS.

ClosedTo add or edit a report schedule
  1. Click the Schedule tab.

The Schedule tab opens.

Export FTP must be enabled before it is available on the Schedule page. Export FTP gives the dealer the ability to schedule any report (standard or custom) via an FTP server and may also be referred to as FTP Export. This exports report data to a third party directly from the Report page in IDMS. Type your information for File Name, Host, Userand Password. Complete other information for this feature as needed. Note that the Port is set to 21 by default. You can choose between FTP or SFTP in the Protocol field.

  1. Complete Select Filter Parameters, Schedule Report, and Recipients as described on the page.
  1. Click Update Report.

OR from the Schedules Found list

  1. Locate the report you want to edit, and click the Edit icon .

The Schedule tab opens.

You can also click the Add icon to add a new schedule and complete the steps.
  1. Complete or edit the steps as described on the page.
You can delete the schedule by clicking Delete Schedule. This does not delete the report, just the scheduled execution of the report.
  1. Click Back to Schedule List to return to the list.
  2. Click Update Report.

This video provides an overview of scheduled FTP Report Exports in IDMS.

ClosedTo view notes history

Click the Notes tab.

A history of actions regarding this report are listed. These are system-generated and view-only.

Clicking the Double Arrow icon shows more details or less details for the system notes.
ClosedTo edit a folder

You can only edit the folder name in custom reports, not standard reports.

  1. From the Reports List page, locate and select the user folder to edit.

  1. Click the Moreicon and choose Edit Folder.

A Folder Name field appears.

  1. Type a new Folder Name, and click Update Folder.
ClosedTo delete a report
  1. From the Reports List page, locate the report to delete and click the More icon then choose Edit Report.

The Edit tab opens.

  1. Click Delete Report.

A confirmation message displays.

  1. Click Yes to confirm.