Overview

A Report Editor will sometimes want to make changes to reports that have already been checked in. To keep the currently report available for end-users, the Report Editor can open a report, make changes as desired, and then check-in the report when they are finished. The article below discusses the process of checking-out and checking-in published reports.

Details

When a user needs to make changes to a published report, they can do so by opening the report, making the desired changes, and then checking the report back in. 

Only users with the Report Editor role assigned to them can open and check-in reports. While the report is checked out by the user, if other users run the report, they will be running the last published version of the report, not the version that the user is making modifications to. Once the report is published, all users who run the report will run this new, latest version.

How to Open a Report

To open a report, the user should navigate to the report that they would like to make changes to and click the Check Out button.

This will move the report Excel Online where they can then edit the report and make changes to it in Excel. 

How to Check-In a Report

Once the user has finished making changes to the report, they can check-in the report. 

To check-in a report, the user will close the report with their changes and then click the Check In button. 

After clicking the Check In button the user can enter a comment about the changes made and click the Check In button.

If you prefer to discard your changes instead of checking them in then you can click the Discard button to discard the draft and revert the report to it's previous version.