Customizing Tabs
You can customize the order of any of these tabs by selecting System Settings from the cog on your main navigation bar, and then selecting Reports Manager > Tabs.
Once you've selected Tabs, you will see all of your different Reports tabs. You may drag and drop each tag to customize the order in which they appear on your Reports Homepage.
Once you've arranged your report tabs to your liking, hit the button at the bottom to update your Reports homepage. It will then update to reflect these changes.
If you'd like to add a new tab to store any of your reports, you can select at the top of your Tabs page.
Once you've selected New Tab, a New Report Tab will appear at the bottom of your tabs list.
From here, you will type in a Tab Name. And you can also add custom text to appear beside the tab name in the Summary section.
You may also choose if the report is visible or not by selecting or deselecting the Visible box under Options. From the Users and Groups section, you may select any users or groups you'd like to set the report to be visible to.
Once you've configured your new tab, select to save your changes.
Changing the Order of Reports in an Individual Tab
When in System Settings > Report Manager > Tabs, you may select any of your tabs to change the order the reports appear in within that tab.
Select any tab you want to edit. On the right-hand side, you will see Reports:. In this section, all of the reports that exist within that tab will appear.
You may drag and drop any of these reports to change the order in which they appear.
Once you've arranged your reports in the order you want them to appear, hit the button on the bottom of the page.
Your reports will update within the tab you edited.
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