Personalize the Home and Reports Pages for End Users

Your users can show, hide, and reorder the cards that appear on home and reports pages.

Here's how to personalize the home and reports pages:

Personalize the Home Page

1. On the home page, tap Personalize.
2. Tap Hide this card to hide a card.
3. Reorder the cards by using the arrow buttons on the card.
4. Tap Done to save the changes.

Personalize Reports

1. On the Reports page, tap the more button (three horizontal dots), and then tap Personalize.
2. Hide and reorder the cards by following the same steps for personalizing the home page.
3. Tap Done to save the changes.

Reset the Home and Reports Pages

To return to how the home page and reports pages were originally configured, follow these steps:

1. On the home page, tap Personalize.

   On the Reports page, tap the more button (three horizontal dots), and then tap Personalize.

2. Tap Reset to Default.
3. Tap Reset to confirm.