Personalize Reports - Overview - Zoom

Click on the Personalize Report button at the top of your report and select Edit.

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1) Alternative Name

Rename your report if you wish to make the name more specific for your audience.

2) Enable to View Column on on Main Subscriber Report

Add or Remove columns from your report by clicking them On/Off.

3) Enable to Restrict SubAccounts/IB users Ability to Personalize Reports

Add or Remove columns from SubAccount/IB user's report by clicking them On/Off. Once enabled, SubAccounts/IB users will only have the ability to view columns enabled below.

4) Enable to Search Column on Report 

Choose a report field to make it Searchable from the Search box.

5) Enable to Freeze Column on Report

Choose a report field in order to lock them in place when scrolling.

 

 

For additional assistance, please email helpdesk@IntelliBoard.net 

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