Select Reporting & Analysis (to edit a report) or Data Input (to edit an input schedule) from the Getting Started – Interface for Excel action pane.

To edit a report stored on the server, choose Open an existing report (schedule) or for a local report, choose Open an existing report (schedule) from My Reports (Schedules) folder.

Select the name of the report or input schedule from the dialog box, then choose Open.

Select Edit report using drag & drop from the Report Tasks section of the action pane.

If there are multiple EvDRE grids on the report, select Search from the Drag & Drop Options action pane, and double-click the sheet or address for the EvDRE report you want to modify, then choose the Check pushbutton.

To modify the report or input schedule, select Start designing in the Drag & Drop Options action pane. See Drag and Drop Reporting.