Customize Reports

How to customize reports. Report views are custom to your user. 

As a user, you can customize your reports, management, and overview screens to keep them organized the way you want. Hide or rearrange columns to fit your specific reporting needs.

• Navigate to the left-hand side of the screen and click Reports. Click into any report from the dropdown. 

• Select the Funnel Icon on the right-hand side of the screen above the report table. 

• Click and drag columns in your preferred order. Uncheck the columns you want to hide.
• Select Save.

• The selected columns will now appear in your preferred order. This change will only apply to your view of the report.

Edit a Customized Report

• The Funnel Icon will appear green on any reports you've customized. Click it to make changes at any time.
• To reset a report back to CASEpeer's default columns and order, click the Reset button on the customize columns popup.