Customizing Reports
Personalize your reports to reflect your data needs and business branding.
Find your Report
From your portal dashboard, select the report you want to customize.
Select the Page
If the report has multiple pages, choose the specific page you wish to customize.
Access Focus Mode
On the report you wish to customize, hover over the top-right corner. You will see a box with an arrow icon (this is called Focus Mode). Click it to be redirected to the report page.
Open Filter Options
On the right-hand panel of the report page, you'll see a three-line funnel icon—this is your Filter Options.
Adjust Filters
Use these filters to customize the report and display the data you need.
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