For every Custom Template you created that is listed in the All Reports page, you can edit it.

To edit a custom report:

1. From the Analytics menu, select View All Reports.
2. Locate a Custom template from the list of reports.
3. Select to open it.
4. Select Display table to view the report to confirm it is the one you want.
5. Change any global filters

   The global filters you set apply to all data presented on the page. To use global filters:

   1. Change the default filters by selecting an option from each filter you require.
   2. Select Update. The data in the display updates to match your filters.
   3. If needed, reset both global filters and any filters made to columns by selecting Clear all filters. To reset the full report back to its original state, select Restore to default.

   Common global filters

   • Date filters: The Date filters apply to the DURATION, FIRST ACCESS, LAST ACCESS, and TOTAL ACCESSES columns.
   • Date Range Presets: A drop-down list of date ranges that filters the data to the selected range. Select Custom to enter specific dates.
   • Start: Instead of using a Date Range preset, use this to specify a start date. When you enter a Start date, the Date Range Presets filter changes to Custom.
   • End: Instead of using a Date Range preset, use this to specify an end date. When you enter an End date, the Date Range Presets filter changes to Custom.
   Example

   • AUDIENCE: Predefined group of users. Enter the name of an audience and then select it from the list. You can display the data for multiple audiences at the same time by entering more than one audience name.
   • User: Individual with a Percipio user account. Enter a user's name to filter the report to include that user. You can display data for up to 10 users at the same time by typing in more than one user name.
   • Asset Type: Default asset type selections include Audiobook, Audio Summary, Book, Book Summary, Course, Scheduled content (for example live course),Assessment (for Skill Benchmarks) and Linked Content. To include additional content types, click the Asset Type filter field for a drop-down list. To remove a filter, click the  to the right of the content type.
   • Language: Select only one option from the drop-down list. All Languages is set by default.
6. Select Update to apply the new global filters.
7. Change your data view

   After applying new global filters, the table reloads. Reorganize the columns in the table by sorting, filtering, changing the order, and choosing which ones to display. You can also pin columns and group by them.

   1. Organize the columns to present the data in the way that makes the most sense
8. At this point you have three actions:
   1. Select Save changes to replace your existing version.
   2. Select Reset to last save to return to the version you last saved.
   3. Select Save as new template to create a new version of this report.
9. You can select to Download report at this point so you can share with others in your organization.