Update name preferences on an existing report
Learn how to update name preferences on an existing report.
If an existing report needs to be updated to reflect new Advanced Name Preferences, recalculate the report.
- Go to the Reports tab and select View Reports.
- Click the arrow next to the report you would like your advanced name preferences settings to be applied to.
- Click Recalculate.
- Print or view your report to see your updated information.