Adding a Report to Navigator

To add your report to the Navigator:

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

Last Published Tuesday, December 12, 2023