You now have additional ways to customize and save reports. Review the information below to save, customize, and manage your reports:
To create a custom report, click on the standard reports dropdown on your dashboard (all the standard reports are still available to run on an ad-hoc basis, but now you can select from a template and customize any report to save for later use on your dashboard):
Next, select the report template you'd like to use, and rename it
Optionally, add a description and color-code the report icon
Then, apply the filtered criteria you wish to save
Click the save icon on the right side of the page
Your saved report will be listed under reports on your dashboard:
To reorder you reports, drag and drop it in the position you'd like it ordered.
To delete a list, click the list you'd like to remove, then click the trash icon on the right:
Have more questions? Please reach out by clicking the chat icon in the bottom right corner of your screen from 8am-6pm CT, Mon-Fri.