The “Report Customization” menu within “Configuration” is an enhancement released today. This menu option (shown below) is available at the site level for users that have access to the configuration menu with the corresponding “Security Role” assigned to their security template.
Note: Site admins can now access their sites and add the below security role to existing security templates for applicable users – “Edit and Customize Reporting Display”
What is Report Customization?
Having access to this menu provides the ability to edit what reports are visible within the “Reports menu” and what order they are displayed in. This enhancement allows site admins to further configure their own site to be more effective/efficient based on the reports available to other users. You can now limit the displayed reports to only the ones utilized at your site.
What does it look like?
The initial view when first accessing this menu will only display the current reports visible within your “Reports menu“.
- Select the “X” located on the right side of each displayed report to remove that report from being accessible/visible within the reports menu.
- To add reports, simply start typing inside the “Report Type (Lookup)” field. Applicable results will filter automatically.
- For example, type “reports”, “IRS”, “Management”, etc. and all reports will filter accordingly.
- To add a report to the reports list, click on the report name that appears in the filtered results.
To view all available reports that can be added, click inside the “Report Type (Lookup)” field and then press the down arrow on your keyboard. This will display the full list of available reports allowing you to choose which reports to add to your list. After adding the wanted reports to your site, you can drag and drop each report to sort the order in which they are displayed. The “Drag and Drop” sorting method works just like Custom Questions when changing the order of answers.
A couple items to note with this update:
- The Configuration menu is now in alphabetical order based on name of sub-menus
- “Report Customization” is available only at the site level and not at the Group level