Due 3/13/2026: Remove excess distributions from ADP and ACP Nondiscrimination Testing and Annual Questionnaire to correct any failures. Be sure to do so prior to this deadline to avoid a 10% excise tax on the amounts of excess contributions and aggregate contributions. Learn more.
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Modifying a Report
Quickly and easily make changes to a saved or shared report with this article.
Updated 25 Mar 2025
Modify a saved report
Navigate to the Saved Report page.
Locate the report you want to change and click "Modify."
Once the editor loads, use the select boxes to make your desired changes.
Optional, but recommended: Scroll down to the heading section and add the word "modified" to the header and footer.
Click the "Save" icon at the top of the template.
Refresh your page to view the report.
Modify a shared report
Navigate to the Shared Reports page.
Locate the report you want to change and click "Modify."
Use the select boxes to make your desired changes.
To save your changes and overwrite the existing report, click "Share" at the top of the screen.
Refresh your page to see the new report.
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