Report Settings

You can brand and Customize your Reports through the Report Settings. To access the Report Settings:

  • Create a new Report > choose the Report Type > tap the Settings button in the bottom left.

Here you will see a few different options to change the look and layout of your Reports:

Save Your Report Preset

For your Settings to be uploaded to the database so you can use them online and share them with your team, you'll just need to save them. To do this:

  • In the Report Setting menu tap Save New Preset As > name the Preset > tap the checkmark to be taken back to the Report Settings > tap the checkmark to close the Report Settings and commit your changes.

Further Reading:

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