Adding a customized report

You can add and save a customized report that you can access at any point of time.

To add a customized report:

  1. Go to Reporting
  2. Click Add Custom View
  3. Type in a name for the report
  4. Choose a Report Type
    • By default, the Activity report will be selected.
    • To select a different report, click the "X" at the end of the field and a list of report will display. Choose the appropriate report.
  5. Sort, group and hide columns as required by hovering over each column name
  6. Click Save