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.
Notes:
-
Editing a leadsheet's properties does not change the index and name of the group that the leadsheet is associated with.
-
This feature is not yet available for consolidated engagements.
-
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.
- On the Engagement View page, expand the folder or node where the report or leadsheet is located.
- Click in the Actions column for the report or leadsheet and select Properties.
- Edit the index and name as needed.
- Click Save.