How to customize the columns on a report
You can customize the columns generated in a report at any time.
Follow the instructions below to do so.
- Log in to your admin view of your site.
- Navigate to Reports.
- Click the report “card” you would like to view, either using the list of report categories on the left side of the screen or the search tool in the upper right corner of the screen to find the accurate report.
- Once inside the report page, click the gear icon in the upper righthand corner.
- A modal will pop-up listing all the possible columns for the report. You can select or remove the columns you would like displayed by clicking the check boxes to their right. You may also decide to select all or deselect all, depending on your preferences.
- Click “Create Report.”
Your report will now be available to view and download with your customized columns.
Note: The column selections you make will remain the same on subsequent visits to the report unless you review and adjust them again!