How do I change the context of a report?

Transect Platform
1

Great question! Once you’ve created a report, you can easily change the context questions, Expert Review, and buffer with a few clicks:

  • From the Dashboard, select the relevant report.
  • Select Supporting Docs & Resources from the left-side menu, then Essentials.
  • Modify the context question answers, Expert Review status, or buffer.
  • When finished, select Update Report Context.
2 Likes
2

Just a side note, even though it’s rare, but sometimes you will want to refresh the report by using the “Refresh Report” button in the settings.

1 Like