Customizing Columns

You can show and hide columns in My Dashboard, Team Dashboard, and ListView, so that you can tailor the information shown to be precisely what you need. In List View, these column preferences will be used to determine which columns are shown in both manually downloaded and scheduled reports.

1.   In your dashboard, you will see the ‘Column Layout’ icon in the upper left-hand corner. 

2.    After selecting it, you will have the ability to add, remove, and reorder columns. 

3.   You will also be able to access this button in the List View of any plan.

4.   In List View, the ‘Column Layout’ icon lives on the right-hand side of the table column header. 

5.  Once you 'Save' your column layout, you can download a report that uses these column preferences.