You can customize reports by creating a Preference (or report format) with selected column headings for reports, such as Units, Login History, and Billing. You can create a Preference for any report type, but it can only be used for that type of report. Once a Preference is created, you can reuse, rename, edit, or delete the Preference. The last Preference used to run a report is the default Preference for that report.
To create a customized report preference:
- Click Reports in the main menu.
- Select a report type (Units, Login History, or Billing).
- Type the name of the new preference in the Add New Preference field and then click the add icon (+).
- Select columns from the Columns list.
- Columns can be selected or deselected by clicking the checkbox. A check inside the checkbox indicates the column is selected.
- Columns can be moved up or down by clicking and dragging the column name.
- Click the disk icon (below the list of column names) to save the preference.
To use a report preference:
- Click Reports in the main menu.
- Select a report type (Units, Login History, or Billing).
- Select the name of the preference from the Preferences field.
- Click Run Report.
To rename or edit a report preference:
- Click Reports in the main menu.
- Select a report type (Units, Login History, or Billing).
- Select the name of the preference from the list of options in the Preferences field.
- Edit the preference name in the field below the Columns field.
- Select or deselect columns or move columns, as needed.
- Click the disk icon (below the list of column names) to save the Preference.
To delete a report preference:
- Click Reports in the main menu.
- Select a report type (Units, Login History, or Billing).
- Select the name of the preference from the list of options in the Preferences field.
- Click the red minus (-) icon to delete the Preference.