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Customize Reports
Updated over 6 months ago

How to customize reports. Report views are custom to your user.

As a user, you can customize your reports, management, and overview screens to keep them organized the way you want. Hide or rearrange columns to fit your specific reporting needs.

  • Navigate to the left-hand side of the screen and click Reports. Click into any report from the dropdown.

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  • Select the Funnel Icon on the right-hand side of the screen above the report table.

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  • Click and drag columns in your preferred order. Uncheck the columns you want to hide.

  • Select Save.

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  • The selected columns will now appear in your preferred order. This change will only apply to your view of the report.

Edit a Customized Report

  • The Funnel Icon will appear green on any reports you've customized. Click it to make changes at any time.

  • To reset a report back to CASEpeer's default columns and order, click the Reset button on the customize columns popup.

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