Editing a report updates the underlying data structure behind any dashboards or widgets that use it.

Step 1: Open KPI Dashboard Settings

Settings → KPI Dashboard This is where all your reports live.

Step 2: Select the Report You Want to Edit

Locate your report and click Edit.

Step 3: Adjust the Report Settings

You can modify:

Report Structure -Change the template type or switch from pipeline → performance → financial.

Timeframe

• Real-time
• Historical
• Forecast

Dimension - Account-wide, campaign-specific, or user-specific.

Data Points - Filter by status, date fields, users, campaigns, or custom metrics.

Step 4: Save Changes

Once saved, FreedomOS recalculates the data behind this report. Any dashboard widget using this report automatically updates, ensuring your Command Center stays aligned and accurate.