---
title: Edit Reports
slug: user-guide-10x/edit-reports
docTags: 
createdAt: 2025-06-18T11:01:37.458Z
---

﻿Reports are collections of records collected from a Swimlane application. Reports can be customized through keyword searching and filtering, saved to show the selected information, and shared with other users.

You can create a new report from either APPLICATION RECORDS or REPORTS. For details on how to create a new report, go to [Create and Save Reports](docId\:vCw1uRN_ZmoGuu46gUcjS).

## Editing a Report

To edit a report, from the global navigation menu select REPORTS. Locate your report, and then click the pencil icon.

::Image[]{src="https://api.archbee.com/api/optimize/511c8QBH-VHiwWnyzIwUb/GLcYzpYj1gDG73utIytL0_reportlistedit.png" size="40" width="952" height="302" position="center" showCaption="false"}

Alternatively, to edit the current report, click the ellipsis on the report taskbar and open the menu. Click **Details and Schedules**.

::Image[]{src="https://api.archbee.com/api/optimize/511c8QBH-VHiwWnyzIwUb/3pI12Oj9d_iRatMLFZMhj_report-ellipsis.png" size="10" width="161" height="296" position="center" showCaption="false"}

This opens **Report Details and Schedules**. From here you can edit the settings for the report, send scheduled reports, or create new schedules.

::Image[]{src="https://api.archbee.com/api/optimize/511c8QBH-VHiwWnyzIwUb/no9ZCwasnMWcGMB4vxthF_report-details-schedules.png" size="26" width="512" height="812" position="center" showCaption="false"}

## Deleting a Report

To delete a report:

1. On the Reports page, select and load the report that you want to delete.
2. Click the ellipsis on the Report taskbar and open the menu, then select **Delete Report**.
3. ::Image[]{src="https://api.archbee.com/api/optimize/511c8QBH-VHiwWnyzIwUb/3pI12Oj9d_iRatMLFZMhj_report-ellipsis.png" size="10" width="161" height="296" position="center" showCaption="false"}
4. After you have selected to delete the report, a dialog box appears asking you to confirm that you want to delete the report.
5. Click **Delete** to delete the report.
6. A dialog box appears to show you that your dashboard has been successfully deleted.
7. ::Image[]{src="https://api.archbee.com/api/optimize/511c8QBH-VHiwWnyzIwUb/NvF0RTo14giP5PdzY3Z8y_delete-report-confirmation.png" size="10" width="229" height="64" position="center" showCaption="false"}

