Editing a saved report creates a new definition version and preserves earlier runs. Use Edit layout when the account selection, layout or description needs to change. Record why the new version is being saved so readers can distinguish it from the prior definition.
Review the selected company and existing version before editing. A filter change can alter the report's scope substantially, even if the report name stays the same. Keep the name or description clear enough to reflect the intended analysis.
Earlier runs remain tied to the version that produced them. Do not compare two saved results as though they used identical filters until you check their definition versions. A difference in included accounts can explain changed totals without any new accounting activity.
Schedules also retain a fixed saved layout. Opening another report version does not automatically update a schedule. If the scheduled definition needs to change, follow the schedule's pause, settings and authorization workflow rather than assuming a report edit silently replaces its approved scope.
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