> For the complete documentation index, see [llms.txt](https://docs.chord.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.chord.co/analyze-with-dashboards/analytics/modifying-a-report.md).

# Modifying a report

## Introduction

{% hint style="info" %}
**A note on terminology:**

***

A **report** on the Chord platform can refer to either a **dashboard** or a **Look** (which also known as an **explore**). A\*\* dashboard\*\* is made up of a collection of **Looks** (**explores**).
{% endhint %}

Chord enables you to create custom analyses using our modeled data. You can visualize your data, gain insights, and share those insights with others. You can share these reports with others and let them view the data or give them edit access to change report filters and other content.

See below for more details on editing different report types on Chord:

* **Modifying a Dashboard**
* **Modifying a Look**

## Modifying a dashboard

There are a few different ways to modify or edit an existing dashboard. View the instructions below.

### From my reports

![](https://2938842758-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5Oy2IAsu7IvAGAlWgC36%2Fuploads%2Fgit-blob-481c1e9410cdf5d9119047e3a77a1c8e3b8b26e6%2Fmodifying-a-report-1.png?alt=media)

![](https://2938842758-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5Oy2IAsu7IvAGAlWgC36%2Fuploads%2Fgit-blob-15ac5dedbabe68d9d1bb56d9c677a501059e15bb%2Fmodifying-a-report-2.png?alt=media)

1. Navigate to **My Reports** under the **Analytics** homepage.
2. Select the dashboard in your reports folder that you want to edit via the dropdown menu on the top left.
3. Click the icon with three vertical dots to open up the menu dropdown for the dashboard.
4. Select **Edit Dashboard.**
5. From the pink menu bar, select a new visualization, text, or other option to add and modify your existing dashboard.
6. Don’t forget to save your new dashboard!

### From shared reports

{% hint style="info" %}
If you edit a shared dashboard, **the updated data will appear immediately upon saving**. Make sure that you are editing the correct dashboard on the\*\* Shared Reports \*\*page!
{% endhint %}

![](https://2938842758-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5Oy2IAsu7IvAGAlWgC36%2Fuploads%2Fgit-blob-fc88efeca6976a9a47a0a5f193d7d5f640aaccdc%2Fmodifying-a-report-3.png?alt=media)

1. Navigate to **Shared Reports** under the **Analytics** homepage.
2. Select the dashboard in the shared reports folder that you want to edit via the dropdown menu on the top left.
3. Click the icon with three vertical dots to open up the menu dropdown for the dashboard.
4. Select **Edit Dashboard.**
5. From the pink menu bar, select a new visualization, text, or other option to add and modify the existing shared dashboard.
6. Don’t forget to save your new dashboard!

### From quickstarts

![](https://2938842758-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5Oy2IAsu7IvAGAlWgC36%2Fuploads%2Fgit-blob-0fa2e7fcf92989989716985db3b77085265d7d91%2Fmodifying-a-report-4.png?alt=media)

![](https://2938842758-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5Oy2IAsu7IvAGAlWgC36%2Fuploads%2Fgit-blob-a66277c78522915443719a9617d2249f9b8561f2%2Fmodifying-a-report-5.png?alt=media)

1. Navigate to **Quickstarts** under the **Analytics** homepage.
2. Change the filter to see quickstarts that are dashboards.
3. Select a dashboard quickstart to use as your baseline report.
4. Give your new dashboard a new title and/or description.
5. Click **Create Dashboard**.
6. You’ll be taken to your new dashboard in your personal folder that you can edit using the instructions above!

## Modifying a look

There are a few different ways to modify or edit an existing Look. View the instructions below.

### From my reports

![](https://2938842758-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5Oy2IAsu7IvAGAlWgC36%2Fuploads%2Fgit-blob-3b3851a698f43c6758d6238d818fa3715809bfea%2Fmodifying-a-report-6.png?alt=media)

1. Navigate to **My Reports** under the **Analytics** homepage.
2. Select the Look in your reports folder that you want to edit via the dropdown menu on the top left.
3. Click the gear icon to open up the menu dropdown for the Look.
4. From here, you have two options to modify a Look: **Explore from Here** and **Edit**. We will review the two options below.

#### Modifying a custom/personal look: explore from here

{% hint style="info" %}
**Explore from Here** is a great option if you aren’t quite sure what you want to modify yet but want to test different metrics and dimensions.
{% endhint %}

![](https://2938842758-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5Oy2IAsu7IvAGAlWgC36%2Fuploads%2Fgit-blob-0a2d2d2041f3f6a868b05f63e2a921f42191b1a5%2Fmodifying-a-report-7.png?alt=media)

1. If you select **Explore from Here**, you will see our familiar\*\* Explores\*\* screen with the relevant filters for your underlying Look preselected.
2. Select any fields on the lefthand side to try out different types of filters to edit your Look.
3. Don’t forget to save your edits once complete! You can save your Look as a starter metric for a new dashboard, save to an existing dashboard, or a create a new Look altogether.

#### Modifying a custom/personal look: edit

![](https://2938842758-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5Oy2IAsu7IvAGAlWgC36%2Fuploads%2Fgit-blob-e2016e358b4b910ab14ec283c3ed42f6ecb58aab%2Fmodifying-a-report-8.png?alt=media)

![](https://2938842758-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5Oy2IAsu7IvAGAlWgC36%2Fuploads%2Fgit-blob-4aaee6b52ae778f1b5672228250e666b77d929f3%2Fmodifying-a-report-9.png?alt=media)

1. If you select **Edit**, you will see a screen very similar to the one that displays if you had selected\*\* Explore from Here.\*\*
2. The key difference with choosing to **Edit** rather than **Explore from Here** is that you are directly editing the chosen Look rather than seeking to create an entirely new Look.
3. Once you make your necessary edits, you can save this Look or select any additional options, such as saving it as a new or existing dashboard or as a new Look.

### From shared reports

{% hint style="info" %}
If you edit a shared Look, the updated data will appear immediately upon saving. Make sure that you are editing the correct Look on the **Shared Reports** page!
{% endhint %}

![](https://2938842758-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5Oy2IAsu7IvAGAlWgC36%2Fuploads%2Fgit-blob-7199535f5933385603762e9f61b57116cd6859c3%2Fmodifying-a-report-10.png?alt=media)

1. Navigate to **Shared Reports** under the **Analytics** homepage.
2. Select the Look in your shared reports folder that you want to edit via the dropdown menu on the top left.
3. Click the gear icon to open up the menu dropdown for the Look.
4. From here, you have two options to modify a Look: **Explore from Here** and **Edit**. We will review the two options below.

#### Modifying a shared look: explore from here

{% hint style="info" %}
**Explore from Here** is a great option if you aren’t quite sure what you want to modify yet but want to test different metrics and dimensions.
{% endhint %}

![](https://2938842758-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5Oy2IAsu7IvAGAlWgC36%2Fuploads%2Fgit-blob-fe5f5da4b47bc2bb22ec1f85e6a8fa07e31ca7f5%2Fmodifying-a-report-11.png?alt=media)

1. If you select **Explore from Here**, you will see our familiar\*\* Explores\*\* screen with the relevant filters for your underlying Look preselected.
2. Select any fields on the lefthand side to try out different types of filters to edit your Look.
3. Don’t forget to save your edits once complete! You can save your Look as a starter metric for a new dashboard, save to an existing dashboard, or a create a new Look altogether.

#### Modifying a shared look: edit

![](https://2938842758-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5Oy2IAsu7IvAGAlWgC36%2Fuploads%2Fgit-blob-f7ef1bda6459a44a64e22d598a9d0ca987ad479b%2Fmodifying-a-report-12.png?alt=media)

1. If you select **Edit**, you will see a screen very similar to the one that displays if you had selected\*\* Explore from Here.\*\*
2. The key difference with choosing to **Edit** rather than **Explore from Here** is that you are directly editing the chosen Look rather than seeking to create an entirely new Look.
3. Once you make your necessary edits, you can save this Look or select any additional options, such as saving it as a new or existing dashboard or as a new Look.

### From quickstarts

![](https://2938842758-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5Oy2IAsu7IvAGAlWgC36%2Fuploads%2Fgit-blob-7f9b36028a16fb7cd6438a112b84b4d8b5758613%2Fmodifying-a-report-13.png?alt=media)

![](https://2938842758-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5Oy2IAsu7IvAGAlWgC36%2Fuploads%2Fgit-blob-806d49b5790608c9f58cb7211e31dc428947f97b%2Fmodifying-a-report-14.png?alt=media)

1. Navigate to **Quickstarts** under the **Analytics** homepage.
2. Change the filter to see quickstarts that are Looks.
3. Select a Look quickstart to use as your baseline metric.
4. Give your new Look a new title and/or description.
5. Click **Create Look.**
6. You’ll be taken to your new Look in your personal folder that you can edit using the instructions above!

## FAQs and troubleshooting

Q: How can I pin a new report that I just created and edited?

A: You must be an admin-level user in order to pin reports. To do so, make sure that your new report is in your organization’s Shared Reports folder. Once the report has been shared, an admin-level user can pin it by clicking into the report and pinning it via the pin icon.

For additional information on pinning and unpinning reports, please check out [this document](/analyze-with-dashboards/analytics/pinning-and-unpinning-reports.md).


---

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