Editing Report Names and Headers

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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.

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

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Step 2: Choose the report.

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

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Step 4: Enter a new Report Name and Description.

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Step 5: Click the Save icon.

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