Report editing

Patricia Benner
Patricia Benner
Ninth Anniversary Loyalty Badge
in Blackbaud Financial Edge NXT® General Discussions

How can I allow others to edit a report I created? I don't see the option in the web portal reports.

Comments

  • Kevin Brazell
    Kevin Brazell Blackbaud Employee
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    @Patricia Benner
    if they don't need to make a permanent change, then the box on the 1st section when setting it up to let them run it, means they can run it but change it then run it. They just can't save the change. Now the box that says others can modify. That allows users to make a change & save it. If you didn't mark this when making it originally , usually do a save as, make a copy but make sure to mark those boxes so others can make changes and save them if necessary.

  • Amy Ariagno
    Amy Ariagno
    Eighth Anniversary Name Dropper Facilitator 1

    @Kevin Brazell Can the setting be changed in an existing report so that others can edit/save? I am the creator of a report that I now need others to be able to edit and save. I don't want to start over with a new report because mine is scheduled, etc. but I don't see how to make it so that others can edit the report or the schedule.

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