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Editing the Group a Report is Assigned to

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.
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  2. Click Edit next to the Group field.
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  3. Choose the correct Group from the dropdown.
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  4. Click Save.

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

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