> ## Documentation Index
> Fetch the complete documentation index at: https://docs.surnex.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Report settings

> Rename a report, change its description, or delete it.

Open a report and go to **Settings**. The page is headed *Configure "Report name"* and has two sections.

## General

| Field           | Notes                                                                              |
| --------------- | ---------------------------------------------------------------------------------- |
| **Report Name** | Shown in the [reports list](/reports/list) and to anyone you share the report with |
| **Description** | Optional — "Optional description…"                                                 |

Save to apply. A confirmation reads *"Report updated"*.

The name is client-facing. If you share a link or email a PDF, this is what the recipient sees, so it's worth being specific about the period covered.

## Danger Zone

**Delete** removes the report, confirmed with *"Are you sure you want to delete '…'? This will permanently remove all pages, widgets, and share links. This action cannot be undone."*

Share links stop working immediately and any [automation](/reports/automation) stops delivering. To stop delivery without losing the report, disable the automation instead.

## What isn't here

Report settings covers identity only. The rest lives elsewhere:

| Setting                  | Where                                       |
| ------------------------ | ------------------------------------------- |
| Widgets and layout       | [Report editor](/reports/editor)            |
| Date range               | [Report editor](/reports/editor#date-range) |
| Share links, PDF, CSV    | [Sharing & Export](/reports/share)          |
| Scheduled email delivery | [Automation](/reports/automation)           |

There's no branding, logo, or colour configuration on a report.
