Editing the name of your report is now super easy. Follow the steps below to edit your report name:
Edit report name in web app
Simply go to the reports tab and open the report for which you want to edit the name
Click on the pencil icon next to the name of the report
Click on save
You can see any changes in the audit trail under “History”
Edit report name in mobile app
Spenders and approvers can do this using the mobile app as well, to edit the report name follow the steps below:
Simply go to the reports tab and open the report for which you want to edit the name
Click on the pencil icon next to the name of the report
Click on save the report name
You can see any changes in the audit trail under “History”
By following the steps mentioned above, you can edit the name of your report!
Note: You can edit the report name only in the following statuses:
Role on Fyle | Report Status |
Spender | Draft, Sent Back, Submitted |
Approver | Submitted |
Admin | Submitted, Approved |
Feel free to write to us at [email protected] for any concerns or issues