--- title: Configuring a Report description: Report Builder, Cohorts information, configuring graph, building report --- [Skip to content](https://kb.rgnmed.com/building-a-report#main-content) ![image004.png\]](https://kb.rgnmed.com/hs-fs/hubfs/image004.png?width=150&height=47&name=image004.png) Open main navigation Close main navigation How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://kb.rgnmed.com/?hsLang=en) 2. [Investigator Knowledge Base](https://kb.rgnmed.com/investigator-knowledge-base?hsLang=en) 3. [Reports](https://kb.rgnmed.com/investigator-knowledge-base?hsLang=en#reports) # Configuring a Report --- - [**Configuring a Report**](https://kb.rgnmed.com/building-a-report#configuringreport) - [**Report Builder Overview**](https://kb.rgnmed.com/building-a-report#reportbuilderoverview) --- ### **Configuring a Report** If you would like to re-visit your existing report to edit it or need to configure a [newly built report](https://kb.rgnmed.com/creating-a-new-report-template?hsLang=en), follow the steps below:  1\. Navigate to Reports and click on the required template in the list of saved reports. On the right, you’ll see a small preview of your graph.   ![Reports Overview](https://kb.rgnmed.com/hs-fs/hubfs/Reports%20Overview.png?width=621&height=322&name=Reports%20Overview.png) Use Search to find the required report faster ![Find report](https://kb.rgnmed.com/hs-fs/hubfs/Find%20report.png?width=358&height=192&name=Find%20report.png)   2.  Press **EDIT** at the top right of the Reports Overview page to open the [Report builder](https://kb.rgnmed.com/building-a-report#reportbuilderoverview) ![Edit Report](https://kb.rgnmed.com/hs-fs/hubfs/Edit%20Report.png?width=688&height=179&name=Edit%20Report.png) - [Rename you report](https://kb.rgnmed.com/renaming-report?hsLang=en) - [Select another Circle](https://kb.rgnmed.com/finding-a-circle?hsLang=en) for your report - [Determine X axis](https://kb.rgnmed.com/determining-x-axis?hsLang=en) - [Determine Y axis](https://kb.rgnmed.com/determining-y-axis?hsLang=en) - [Configure Cohorts](https://kb.rgnmed.com/configuring-cohorts?hsLang=en)   3\. To start configuring your graph, click **Settings** at the top right of the Report Builder.  [![Graph Settings button](https://kb.rgnmed.com/hubfs/undefined-Dec-13-2022-09-23-41-2416-PM.png)](https://kb.rgnmed.com/hubfs/Graph%20Settings%20button.png?hsLang=en)   Here you have the following settings:  - [Renaming Your Report](https://kb.rgnmed.com/renaming-report?hsLang=en) - [Selecting Circle](https://kb.rgnmed.com/finding-a-circle?hsLang=en) - [Determining Y axis](https://kb.rgnmed.com/determining-y-axis?hsLang=en) - [Determining X axis](https://kb.rgnmed.com/determining-x-axis?hsLang=en) - [Configuring Cohorts](https://kb.rgnmed.com/configuring-cohorts?hsLang=en)   ### **Report Builder Overview**   [![Report Builder Overview](https://kb.rgnmed.com/hs-fs/hubfs/undefined-Dec-13-2022-09-17-36-4124-PM.png?width=618&height=449&name=undefined-Dec-13-2022-09-17-36-4124-PM.png)](https://kb.rgnmed.com/hubfs/Report%20Builder%20Overview.png?hsLang=en)   On the left of the Report Builder page, you can find the following info:  - Report name [![Report Name](https://kb.rgnmed.com/hs-fs/hubfs/undefined-Dec-13-2022-09-17-56-9709-PM.png?width=350&height=146&name=undefined-Dec-13-2022-09-17-56-9709-PM.png)](https://kb.rgnmed.com/hubfs/Report%20Name.png?hsLang=en) - Principle Investigator of the selected Circle [![Principal Investigator](https://kb.rgnmed.com/hs-fs/hubfs/undefined-Dec-13-2022-09-18-14-3050-PM.png?width=350&height=146&name=undefined-Dec-13-2022-09-18-14-3050-PM.png)](https://kb.rgnmed.com/hubfs/Principal%20Investigator.png?hsLang=en) - Circle Funder [![Funder name in the Report](https://kb.rgnmed.com/hs-fs/hubfs/undefined-Dec-13-2022-09-18-31-9272-PM.png?width=350&height=146&name=undefined-Dec-13-2022-09-18-31-9272-PM.png)](https://kb.rgnmed.com/hubfs/Funder_Report.png?hsLang=en) - Two icons to switch between line and bar chart view [![Graph View switcher](https://kb.rgnmed.com/hs-fs/hubfs/chrome_2al4IesD8b-gif.gif?width=511&height=378&name=chrome_2al4IesD8b-gif.gif)](https://kb.rgnmed.com/hubfs/Graph%20View%20switcher.gif?hsLang=en)   On the right, you’ll find the Cohorts information.  [![Cohorts information to the right of graph](https://kb.rgnmed.com/hubfs/undefined-Dec-13-2022-09-23-04-7515-PM.png)](https://kb.rgnmed.com/hubfs/Cohorts%20information%20to%20the%20right%20of%20graph.png?hsLang=en) - [Investigator Knowledge Base](https://kb.rgnmed.com/investigator-knowledge-base?hsLang=en#main-content) - [Getting Started](https://kb.rgnmed.com/investigator-knowledge-base?hsLang=en#getting-started) - [Account/Profile Settings](https://kb.rgnmed.com/investigator-knowledge-base?hsLang=en#account-profile-settings) - [Case and Patient Management](https://kb.rgnmed.com/investigator-knowledge-base?hsLang=en#case-and-patient-management) - [Tasks](https://kb.rgnmed.com/investigator-knowledge-base?hsLang=en#tasks) - [Reports](https://kb.rgnmed.com/investigator-knowledge-base?hsLang=en#reports) - [Circles](https://kb.rgnmed.com/investigator-knowledge-base?hsLang=en#circles) - [FAQs](https://kb.rgnmed.com/investigator-knowledge-base?hsLang=en#faqs) - [Glossary](https://kb.rgnmed.com/investigator-knowledge-base?hsLang=en#glossary) - [Patient Knowledge Base](https://kb.rgnmed.com/patient-knowledge-base?hsLang=en#main-content) - [Getting Started](https://kb.rgnmed.com/patient-knowledge-base?hsLang=en#getting-started) - [Account Set-Up](https://kb.rgnmed.com/patient-knowledge-base?hsLang=en#account-set-up) - [Entering Data](https://kb.rgnmed.com/patient-knowledge-base?hsLang=en#entering-data) - [Troubleshooting](https://kb.rgnmed.com/patient-knowledge-base?hsLang=en#troubleshooting) - [Frequently Asked Questions](https://kb.rgnmed.com/patient-knowledge-base?hsLang=en#frequently-asked-questions) - [Health Records](https://kb.rgnmed.com/patient-knowledge-base?hsLang=en#health-records) - [Privacy and Security](https://kb.rgnmed.com/patient-knowledge-base?hsLang=en#privacy-and-security) - [Submit a Ticket](https://kb.rgnmed.com/submit-a-ticket?hsLang=en) [![Chill listening crop-3](https://kb.rgnmed.com/hs-fs/hubfs/image001.png?width=128&height=40&name=image001.png "Chill listening crop-3")](https://www.rgnmed.com/) Copyright © 2026, RegenMed, Inc.