Customize Reports

How to Customize Reports

You can customize your reports, management, and overview screens to keep them organized the way you want. Hide or rearrange columns to fit your 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. 

• A pop-up window will appear where you can rearrange or hide columns.
• Click and drag columns in your preferred order. Uncheck columns you want to hide. Select Save once complete.

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

How to Edit a Customized Report

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