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, who and when the report was last run, and the report description.
For Custom Reports, it will display the Last Run Date and Last Run User (reports ran after 12/09/2024).
Add to Favorites: Add the selected report to the favorites list for this customer or all customers.
Edit User Access: Edit which users can access the selected report.
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 Report: Edit the selected report.
Build from Template: Build a new report using the selected report as a template.
Select Reports > Viewer.
Find, then Run your report.
Click the More button.
Select Show all filters.
All active filters this report is using will be shown in the report header.
Select Reports > Viewer.
Find, then Run your report.
Click the More button.
Select Hide header.
Select Reports > Viewer.
Find, then Run your report.
Click the More button.
Select Show Description.
Select Reports > Viewer.
Find, then Run your report.
Right click on the column you want to hide.
Click Hide This Column.
Select Reports > Viewer.
Find, then Run your report.
Right click on the column you move.
Select Move Left or Move Right.