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.

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

Step 2: Choose the report.

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

Step 4: Enter a new Report Name and Description.

Step 5: Click the Save icon.