04. Reports and Dashboards Updates

Introduction

This article details the step-by-step instructions to replace "Survey" terminology with form in Reports and Dashboard folders.

Before you begin:

• You must have completed the previous articles in this upgrade series.

1. Click on the Reports tab.
2. Click on the Survey Reports folder.
   
3. Click on Action > Customize next to a report in the folder.
   
   
   
4. Click Report Properties.
   
5. Rename reports by replacing "Survey" to "Form" and "Surveyor" to "Mobile User" in labels,  and select report folder "Form Reports".
   
   
6. Click Save.
7. Click Close.
8. Click Save and Close.
9. Repeat steps 2-8 until the Survey Folder is empty.
10. Click on the pushpin icon next to the Survey Folder, then click Delete.
    
11. Click on the Survey Dashboards folder.
12. Click on Action > Edit next to a dashboard in the folder.
    
13. Click Dashboard Properties.
    
14. Rename reports by replacing "Survey" to "Form" and "Surveyor" to "Mobile User" in labels,  and select report folder "Form Dashboards".
    
15. Click OK.
16. Click Close.
17. Click Save and Close.
18. Repeat steps 2-6 until the Survey Dashboards Folder is empty.
19. Click on the pushpin icon next to the Survey Dashboards Folder, then click Delete.
    

Conclusion

Congratulations, you have successfully updated Reports and Dashboards.

Please continue to the next step of your upgrade: 05. Download Upgrade File to Mobile Device