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Managing Reports - deselecting more than one column at a time
Managing Reports - deselecting more than one column at a time

You can't, but we have a work around

Beau O'Hara avatar
Written by Beau O'Hara
Updated over 3 years ago

Summary

Some reports have quite a few columns (Call List has 29). You can remove columns by clicking the tic-tac-toe box with the nine squares in the upper-right corner of the browser. 

However, you can only remove one column at a time. Let's say you remove 15 columns to get a report to look the way you want. Tomorrow when you open the report you'll have to remove the same 15 columns. We know this can get frustrating the second time and every time thereafter.

Key Points

  • Save the report

  • The next time you open the report the columns you removed are gone

To work around this browser limitation:

  1. Remove the columns you don't want in a report

  2. Click the Save button in the upper-right corner of the page

  3. Give the report a name, such as 2017, July Call List

  4. Click [ ] Make this report accessible for other users within this account

  5. Click Save Report

  6. Click Reports in the Dashboard and you'll see the saved report in the left side of the page under Saved Reports

  7. When you open the report the columns you removed are gone

Tip: if this is a monthly report, at the end of the month change the From - To Date filters to the next month. Save the report under the next month's name, such as: 2017, August Call List. You won't have to spend time removing columns every month.


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