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.
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