Change the name of a Transect Report

You may want to update the name of your Transect Report. Learn how in this article.

The name on the Transect Report is the same name as the project that was created for that report.  Project names are managed in our mapping tool. In order to change the name of the project (and thereby change the name of the report), follow the steps below:

1. From the dashboard, use the Quick Filter on the Projects table or in My Portfolio to find the project name you want to edit. Alternatively, navigate to the project in My Portfolio in the mapper.
2. Click the "View" button in the Map column to the right of the project name
3. This will bring up the project in the map tool
4. In the My Portfolio widget in the mapper, click on the 3 vertical dots icon, which is the More function for the project. Choose View Project and Report from the dropdown menu.
5. The Manage modal for the project will open. 
6. Click on the project name to enter edit mode. 
7. Make edits to the project name, then click Save or Save & Order Report to save your changes.
8. The new project name will be reflected in the mapper and on the associated Transect Report.