Workspace Homepage report editing

[Bhawana Tomar]

I have a custom created workspace (duplicate of SOW), how can i edit the report tables, as i want to add few custom tables to be added in reports 

[pr8172510]

Hi Bhawana,

Good question — this is a common scenario when working with custom Workspace (especially cloned from SOW).

---

1. Why you can’t directly edit reports in Workspace

In Workspace:

• Reports on homepage are not pulled directly from Report module
• They are rendered using:
  • UI Builder components
  • Data Visualization / Analytics components

So:

You won’t be able to modify them from traditional Reports → Create New alone
You must update them via UI Builder

---

2. Recommended approach → Edit in UI Builder (correct way)

Steps:

1. Go to UI Builder
2. Open your custom workspace
3. Navigate to:
   • Homepage / Landing Page
4. Identify components like:
   • Data Visualization
   • Simple List
   • Report / Chart components

---

3. Add your custom table to reports

For each component:

• Select the component
• In right panel:
  • Update Data Source
  • Choose:
    • Table → your custom table
    • OR existing report

 You can either:

✔ Create a report on your custom table and bind it
✔ Or directly configure data source in UI Builder

---

4. If using “Report” component

• Create report first:
  • Table: your custom table
  • Save it
• Then in UI Builder:
  • Select that report in the component

---

5. If using “Data Visualization” component (common in SOW)

• Edit:
  • Data Source → Table
  • Add conditions / aggregation
  • Group by / metrics

This is more flexible than classic reports.

---

6. Check access & configuration

Make sure:

• Your custom table has:
  • Proper ACLs
  • Accessible to workspace users
• Data is available (non-empty)

---

7. Best practice

✔ Use UI Builder for all workspace changes
✔ Prefer Data Visualization over static reports
✔ Avoid modifying OOB pages — work on your cloned workspace