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Reports In Marin

Home > English > Reports In Marin > Creating Reports and Alerts > How To Articles: Creating Reports & Alerts > Editing Report Templates

Editing Report Templates

What are Report Templates?

By using Report Templates, you can have the Platform send recurring reports based on a variety of criteria. You can learn how to create reports from How to Create Recurring Reports. Once you've created some reports, you may want to edit them. Here’s how it’s done.

How to Edit a Report Template

You can run the report yourself by following the instructions:
 

  1. Navigate to the Reports section of the Platform by clicking on the Reports link in the upper right.
     
  2. Click on the Report Templates sub-tab.
     
  3. Click the checkbox next to the name of the report you would like to edit.
     
  4. Click the Edit button ('pencil' icon) to edit the report.
     
  5. Navigate to the Component Settings box by hovering your mouse over the top-right corner of the preview, then, in the toolbar that appears, clicking the Edit button ('pencil' icon).
     
  6. Make your changes within the component settings box, then click Save. You can run your edited report by clicking Run Report.
     

Note: Your edited reports will now be available via the FTP server as usual.

Useful Information

  • The Components Settings box has a number of different options you can use to tailor your reports. The Show data by allows you to choose a time period to view your report by: day, week or month. You can also select how many of your report's main criteria to show. For example, if you're creating a campaigns report, you can choose to select the top 10 campaigns; or you can choose All to see all rows of data.

 

 

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