System Reports cannot be edited.
To edit a report, go to the Custom Reports Tab of the Manage Reports Page in the Reports Module. Select the three-dot icon to the right of the Report Title opening the context menu. [](https://kaswiki.kastrack.com/uploads/images/gallery/2026-06/85Iimage.png) Select “Report Properties” opening the Report Properties Modal. [](https://kaswiki.kastrack.com/uploads/images/gallery/2026-06/3Rcimage.png) Refer to the New Report Modal Comments Table for an explanation of Edit Report Modal inputs.| **New Report Modal Comments** | ||
| **Input** | **Comments** | |
| Title | Input a title for the new report (a required field). | |
| Primary Module | Select the primary module from a dropdown menu with the following options: Assets, Dispatch, Forms, Meetings, and People. | |
| Tags | Select open, restrictive, or permissive tags as desired. | |
| Also Visible To | A dropdown menu includes the options: People I Supervise, All Eligible Accounts, Certification Roles and Individual People. | To avoid errors or confusion, a user should not be included below unless they have permissions to view items referenced in this report. |
| Also Editable By | ||
| Rotate Report Checkbox | When the Rotate Report Checkbox is selected, the information in the rows of the first column become the column headers. (The x and y axis are switched.) | |
| Make Report Public Checkbox | When the Make Report Public Checkbox is selected, the modal expands to include a textbox for the Link Path. The URL for the report will be https://\[subdomainname\].kastrack.com/reports/view-report\[LinkPath} | |
| **Advanced Options** | ||
| Report SQL | Clicking the “Advanced” link opens a Report SQL textbox, an input area for writing SQL queries that can define the data the report will show. | |