More Report Actions

The Report Viewer section contains additional actions that can be completed by right-clicking on the report or selecting the More button.

Right-click capabilities

Right-click on any report in the All Reports table to complete the following options. 

  • More Details: Opens a window containing who created the report, when the report was last modified and the report description.

  • Add to Favorites: Add the selected report to the favorites list for this this customer or all customers.

  • Hide Report: Hides the selected report. This report can be found by checking the Hidden Reports checkbox.

  • The following options are only available for custom reports (those on Plan 2 and higher, or Billing Services):

    • Delete Report: Deletes the selected report.

    • Edit User Access: Edit which users can access the selected report.

    • Edit Report: Edit the selected report. 

    • Build from Template: Build a new report using the selected report as a template. 

Show all filters

  1. Select Reports > Viewer.

  2. Find, then Run your report. 

  3. Click the More button.

  4. Select Show all filters.

  5. All active filters this report is using will be shown in the report header.


Hide header

  1. Select Reports > Viewer.

  2. Find, then Run your report. 

  3. Click the More button.

  4. Select Hide header.

Hide a column

  1. Select Reports > Viewer.

  2. Find, then Run your report. 

  3. Right click on the column you want to hide.

  4. Click Hide This Column.


Rearrange columns

  1. Select Reports > Viewer.

  2. Find, then Run your report. 

  3. Right click on the column you move.

  4. Select Move Left or Move Right

Select columns

  1. Select Reports > Viewer.

  2. Find, then Run your report. 

  3. Right click on the column.

  4. Click Select Columns.

  5. Use the arrows to rearrange columns

  6. Use the X to remove a column.

  7. Use the + to add a column.