Modifying an existing report

This section shows you how to open an existing report in Design Mode. You can access the Report Editor in MicroStrategy Web.

To modify an existing report

1. Open MicroStrategy Web and log in to the project that contains the report you want to modify. For steps, see Starting MicroStrategy.
2. Locate and double-click the report you want to modify. The report opens in the Report Editor interface.

3. From the Home menu, select Design. The report's template is displayed within Design Mode.

   The following image shows Design Mode in MicroStrategy Web displaying the template for the sample report called Revenue Forecast. On the right side of the image, you can see the report objects on the template: the Subcategory attribute, the Quarter attribute, and the Revenue Forecast metric:

   

4. Modify the report in whatever way you wish, as follows:

   • To add an object to the report, see the appropriate procedure in this section, depending on what you want to add:
     • Reports: Adding attributes to a report
     • Reports: Adding metrics to a report
     • Reports: Adding a filter to a report
     • Reports: Adding prompts to a report, metric, or filter

   • To modify an object on the report, see the appropriate procedure(s) in this chapter, depending on what object you want to edit and the changes you want to make to it:

     To modify an attribute in a MicroStrategy Web report, open it in MicroStrategy Developer to make your changes. The changes appear when you save the attribute and the report in Developer and then open the report in Web.

     • To modify a metric, see Editing a metric.
     • To modify a filter, see Editing a filter.
     • To modify a prompt, see Editing a prompt.

     • To modify an attribute, see your project designer or the Project Design Help.

     • To remove an object from the grid report, right-click the object's header and select Remove from Grid. The objects removed from the grid are still available in the Report Objects, if you want to add them back to the grid. To remove an object from the grid and the Report Objects pane, right-click the object's header and select Remove from Report.
     • To add usability features to the report, see Adding features for users
5. Save the report.

If you modify an object on a report and want to execute the report to see how your changes appear, you must first save and close the report, then re-open the report to see your changes.