Focused changes
Add, remove, or reorder fields and refine criteria without recreating the report.
Report editing
Refine fields, criteria, grouping, and presentation in an existing report.
What it does
A practical part of the firm’s workflow.
Report editing helps refine a saved report without obscuring the underlying criteria. Users can request a change, inspect the proposed adjustment, and keep control over the report that other people may depend on.
Criteria visibility
The proposed logic remains explicit instead of being hidden behind the conversation.
Protected shared work
Changes follow the user’s report permissions and confirmation requirements.
How it works
What the team can expect.
Open the report context
Select the existing report and describe the needed change.
Compare the proposal
Review what will be added, removed, or interpreted differently.
Confirm the revision
Save only after the updated report matches the intended question.
The report is close. Make it exact.
Refine the fields, criteria, grouping, and presentation with Jane.