Editing the Index and Name for a Report or Leadsheet

You can edit the index and name that displays for leadsheets and reports in the Engagement View. The combination of the index and the name must be unique.

Note: Editing a leadsheet's properties does not change the index and name of the group that the leadsheet is associated with.

  1. Click the engagement on the Engagement List page.

    Note: See Using the Engagement List Page for information about using the pagination and search features to find an engagement in the list.

  2. On the Engagement View page, expand the folder or node where the report or leadsheet is located.
  3. Click in the Actions column for the report or leadsheet and select Properties.
  4. Edit the index and name as needed.
  5. Click Save.