Work with draft reports

Edit or delete reports on the Drafts tab.

Your ability to work with draft reports depends on your user role.

Edit a draft report

  1. Go to Reports, then click All Reports.
  2. Click Drafts.
  3. Click the title of the report you'd like to edit.
  4. Change the settings and custom options as needed.
  5. Click Update.
If you use Partner Edition, draft reports do not display your practice's default report publishing styles.

Delete a draft report

  1. Go to Reports, then click All Reports.
  2. Click Drafts.
  3. Click the arrow to the right of the report, then click Delete.