Report Customization

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.

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