Changing the Report Order and Hiding Reports

In some cases, users only use a small number of reports regularly while others may be used only on rare occasions or never. You can change the order of the reports in a Report List so the most often used reports display at the top or you can remove a report from a report list so users don't see reports they don't need.

Changing the Order of Reports in a Report List

You can control the order that reports display in a report list so frequently used reports display at the top of the list and less commonly used reports display at the bottom. To do this, follow the below steps:

1. Click the Report Master link from the Main Menu. The Report Master page opens.
2. Select the report which needs to have the display order changed.
3. Right-click and select Edit. The Edit Report Master window opens.
4. Expand the Report Lists section, if necessary.
5. Show the Report Sort Order column, if necessary.
6. Enter the sort order value for each report. The sort order sorts the report in the report list from smallest value to largest value.
7. Click OK.

Hiding Reports

A large number of standard reports are included in the software. Not all of these reports may be necessary for your organization. You have the option to hide reports on a report list so they are not available for selection by your users. To prevent a report from showing in a report list, follow the below steps:

1. Click the Report Master link from the Main Menu. The Report Master page opens.
2. Select the report which needs to have the display order changed.
3. Right-click and select Edit. The Edit Report Master window opens.
4. Expand the Report Lists section, if necessary.
5. Show the Show Report column, if necessary.
6. Uncheck the Show Report box for any reports you do not want to display in the report list.
7. Click OK.