How to edit an individual's name or other information

Learn how to edit a person's name so it appears correctly in reports.

Note: The All tab now reads Active.

 

Presenting a ProScan report to someone with a typo can be embarrassing, but the fix is easy.

From the View All page, use the Search field to search by name, email or title. Once entered, click the Enter key or search icon (magnifying glass) at the end of search field. The listing will reduce to names matching your search parameter. Click the row of the name to edit to open the detail panel. Click the field to edit, and click Save. The next time you regenerate the report, the correct spelling will display.

Additional fields that can be edited include First Name, Last Name, Title, Email Address, and ID (e.g., employee #).

View - Edit Info

Where to go:

View All Search > click row to open detail panel > edit information and Save.