How do I customize reports in projects app?

Updated on September 13, 2016 01:46am by Admin

You can customize reports setting in order to edit, re-arrange or give custom access to your employees. You can hide or show report option in your account. You can also give access to your employees, the employee who has that custom role will access reports.

Steps to customize reports

  1. Log in and access Projects app from your universal navigation menu bar.
    Projects
  2. Click on “More icon and select “Settings” located at the app header bar.
    settings
  3. Click on “General” drop down and select "Reports" from left navigation panel.
    reports
  4. In reports dashboard, you can view repots.
  5. By default, all reports will be in “Show” Status.
  6. You can hide any report by sliding the “Green” button. For Instance: Projects By Customer.
    hide_reports
  7. In reports section, you cannot view “Projects By Customer” link (Due to “Hide” enabled) as shown below:
    hidden_report

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