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.