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Editing the Group a Report is Assigned to

Updated this week

If a report is assigned to the wrong Group or not assigned at all, you can change it from the Report Details page.

✅ You’ll need access to both the current Group and the target Group to make this change.

To reassign a report to a different Group:

  1. Open the report from the Report List.

  2. Click Edit next to the Group field.

  3. Choose the correct Group from the dropdown.

  4. Click Save.

The updated Group name will appear immediately on the Report Details page.

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