Once you’ve saved a custom report, you can update and resave it any time.

Step 1. Head to the List page where you originally created the report.

In this example, we created a report in the Company List. So we’ll head to the Companies tab:

Step 2. Click on the Custom Report tab. Then use the menu to load your report:

Step 3. Make any changes you need:

 • Add or remove in the Columns tab.

 • Add or remove filters in the Filter tab.

Step 4. Head back to the Custom Report tab. Open the menu again. Then choose the Resave option for your report:

Learn more:

• Deleting a custom report
• How your team accesses shared custom reports