Adding a Report to Navigator

To add your report to the Navigator:

  1. Sign in as a Company Administrator, and go to the Company Workspace tab; ensure that you are in Administration mode > Configuration > Navigator (User mode).
  2. Open your Project or Shell Navigator. You must be able to see your Custom Report on the right-hand side. If you do not see your Custom Report, ensure that you have published the report. See Importing a Template.
  3. Add your Custom Report to the Reports section on the left-hand side (in the Navigator, you can create a new subfolder under Reports called Advanced Reports).
  4. Click OK to close the window.
  5. Deploy the Navigator by highlighting it and clicking Deploy from the toolbar.

Last Published Saturday, July 12, 2025