How can you edit the name of a report in Filio?
To edit the name of a report in Filio, you can follow these steps:
Access the Report History: Log into your Filio web account and navigate to the Report History section.
Locate the Report: Find the report whose name you want to edit. You can use the search or filter options available to narrow down the list of reports if needed.
Edit the Report: Once you have located the report, click on the edit icon to open the report for editing.
Change the Name: Within the report editing interface, locate the field or section where the report name is displayed. It is located at the top of the report.
Edit the Name: Click on the existing report name or the associated edit button/icon to enable editing. You can now modify the name of the report according to your preference.
Save the Changes: After you have edited the report name, make sure to save the changes. Click on the check sign to save the modified report name.
Confirm the Changes: Once you have saved the changes, the report will be updated with the new name. Take a moment to review the report and ensure that the name has been successfully edited to reflect the desired changes.
By following these steps, you can easily edit the name of a report in Filio, allowing you to customize and organize your reports based on your specific needs.