Getting Started with Report Management
What is Report Management?
Report Management is your tool for managing your reports and categories. You can add, edit, update user permissions, and more. Each section under Report Management will have its own article, click on the link below for each one
- Adding a new category
- Editing a category
- Deleting a category
- Renaming a report
- Managing Category Permissions
- Report Order
How do I get to Report Management?
You will find the Report Management menu under Settings. To access the settings menu, click on the three dots on the side menu. This will expand the menu and you will see Report Management