Merge pull request #39975 from ren-jones/patch-50

Create Edit-a-report.md

docs/articles/expensify-classic/reports/Edit-a-report.md

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+---
+title: Edit a report
+description: Make updates to a report
+---
+<div id="expensify-classic" markdown="1">
+
+You can update a report’s details such as the report title, workspace, report type, layout, and the attached expenses. 
+
+{% include info.html %}
+Some report details may be restricted from editing depending on your workspace settings.
+{% include end-info.html %}
+
+# Edit report title
+
+{% include selector.html values="desktop, mobile" %}
+
+{% include option.html value="desktop" %}
+1. Click the **Reports** tab and select the report. 
+2. Click the pencil icon next to the name and edit the name as desired. 
+3. Press Enter on your keyboard to save the changes.
+{% include end-option.html %}
+
+{% include option.html value="mobile" %}
+1. Tap the ☰ menu icon in the top left.
+2. Tap the **Reports** tab then tap the report.
+3. Tap the report name to edit it.
+{% include end-option.html %}
+
+{% include end-selector.html %}
+
+# Change the report workspace
+
+{% include selector.html values="desktop, mobile" %}
+
+{% include option.html value="desktop" %}
+1. Click the **Reports** tab and select the report. 
+2. Click **Details** in the top right of the report.
+3. Click the Workspace dropdown list and select the correct workspace.
+{% include end-option.html %}
+
+{% include option.html value="mobile" %}
+1. Tap the ☰ menu icon in the top left.
+2. Tap the **Reports** tab then tap the report.
+3. Tap **Edit** in the top right.
+4. Tap the current workspace name to select a new one.
+5. Tap **Done**.
+{% include end-option.html %}
+
+{% include end-selector.html %}
+
+# Change the report type 
+
+{% include selector.html values="desktop, mobile" %}
+
+{% include option.html value="desktop" %}
+1. Click the **Reports** tab and select the report. 
+2. Click **Details** in the top right of the report.
+3. Click the Type dropdown and select either Expense Report or Invoice.
+{% include end-option.html %}
+
+{% include option.html value="mobile" %}
+1. Tap the ☰ menu icon in the top left.
+2. Tap the **Reports** tab then tap the report.
+3. Tap **Edit** in the top right.
+4. Tap either Expense Report or Invoice.
+5. Tap **Done**.
+{% include end-option.html %}
+
+{% include end-selector.html %}
+
+# Change the report layout
+
+1. Click the **Reports** tab and select the report. 
+2. Click **Details** in the top right of the report.
+3. Click the view option that you want to change: 
+   - **View**: Choose between a basic or detailed report view.
+   - **Group By**: Group expenses on the report based on their category or tag.
+   - **Split By**: Split out the expenses based on their reimbursable or billable status.
+
+# Edit expenses
+
+{% include selector.html values="desktop, mobile" %}
+
+{% include option.html value="desktop" %}
+1. Click the **Reports** tab and select the report. 
+2. Click **Details** in the top right of the report.
+3. Click the pencil icon at the top of the menu. 
+4. Hover over an expense and edit:
+   - A specific field by clicking the pencil icon next to it. 
+   - Multiple fields by clicking the pencil icon to the left of the expense.
+{% include end-option.html %}
+
+{% include option.html value="mobile" %}
+1. Tap the ☰ menu icon in the top left.
+2. Tap the **Reports** tab then tap the report.
+3. Tap an expense to open it.
+4. Tap any field on the expense to edit it.
+{% include end-option.html %}
+
+{% include end-selector.html %}
+
+# Remove expenses 
+
+{% include info.html %}
+This process only removes the expense from the report—it does not permanently delete the expense.
+{% include end-info.html %}
+
+{% include selector.html values="desktop, mobile" %}
+
+{% include option.html value="desktop" %}
+1. Click the **Reports** tab and select the report. 
+2. Click the X icon to the left of the expense to remove it from the report.
+{% include end-option.html %}
+
+{% include option.html value="mobile" %}
+
+**Android**
+
+1. Tap the ☰ menu icon in the top left.
+2. Tap the **Reports** tab then tap the report.
+3. Hold the expense and tap Delete to remove it from the report.
+
+**iOS**
+
+1. Tap the ☰ menu icon in the top left.
+2. Tap the **Reports** tab then tap the report.
+3. Swipe the expense to the left and tap Delete to remove it from the report.
+
+{% include end-option.html %}
+
+{% include end-selector.html %}
+
+</div>