How to Configure a Report

Modified on Mon, 22 Dec at 12:41 PM

Reporting > Select Report > Configure

Configuring a report enables you to customize how data is presented in the report to meet your needs.

To configure a report please complete the following steps;

Step 1

Click on "Reporting" found in the left-hand menu index.

Step 2

Select the report you would like to configure.

Step 3

Click on the report, or on the cog icon below the report.

Step 4

If a report has yet to be run, click + Create (Report Type) Report

Step 5

You will then have the option to configure the data to ensure the report's date aligns with your needs. If

a report has already been generated, simply click the configure icon > Actions > Edit

You have successfully configured a report!

**RSVP reports are different from all other reports during configuration because they offer a drag-and-drop feature that allows you to modify selected column headings.