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:
- Go to Reporting
- Click Add Custom View
- Type in a name for the report
- 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.
- Sort, group and hide columns as required by hovering over each column name
- Click Save