How do I save the report sort order for Executive Reports?

After arranging the report bundles and arranging the reports within the bundle, you can save the sort order of the Executive Report by clicking Save Order. This sort order is saved at the Workspace level. Follow these 3 steps.

  1. Click and Hold in any white space beside the bundle. Drag the bundle up or down to sort the order.

  2. Click and Hold a report to rearrange it within the bundle.

  3. If you want to maintain the arrangement order, click Save Order in the upper right corner of the screen under the user display name. 

Please see the Executive Report - Sort Order video (0:18 mins) for a demonstration. 



Powered by Zendesk