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Edit Report Fields

Steps to Edit a Report Field

  1. Open Settings Manager
    From the top of your screen, click the Settings Manager module.
    Settings Manager module at the top of the ExpensePoint screen
  2. Select Edit Report Field
    In the left-side navigation menu under Report Fields, click Edit Report Field.
    Edit Report Field menu option in the Report Fields navigation menu
  3. Edit Report Field Details
    The Report Field Editor window will open.
    Report Field Editor window
    From here, you can modify the following details:
    1. Modify the name in the Field Name section.
    2. Choose the field type based on your needs:
      1. Text Value
      2. Date Value
  4. Save Changes
    Click OK to save the edits.