Editing Report Names and Headers

After you've created an expense report, you can edit the report names/headers by editing your draft report. 

This article shows you how to edit report names.

1. After you've created an expense report, open the report by clicking Drafts on your Certify homepage.

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2. Choose the report.

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3. Click the pencil icon to change the report name/header.

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4. Enter a new Report Name and Description.

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5. Click the Save.

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