Customizing the report area
Roles with access: Team Leaders, Coaches, Unit Managers, Directors, and Admin users
In the new reporting view, you can customize the report area and save a report as your favorite by clicking the star icon in the top right corner of the report.
This guide shows you how to modify the reporting area and use the data for analysis.
1. Sorting Data
- Click a column header to sort data in ascending or descending order.
- Hold down the Shift key to sort by multiple columns at once.
2. Filtering
- Use the Filter button next to a column to filter data as needed.
Example: Select users who have more than one and fewer than three evaluations.
- You can also filter based on another column.
- Remove all filters at once by clicking Reset Filter.
3. Grouping Data
- Grab a column (left-click) and drag it into the grouping area.
- For example, group by the number of evaluations:
- Users with three evaluations
- Users with two evaluations
- Users with one evaluation
- Remove the grouping by clicking the X icon in the grouping area.
4. Managing Columns
- Remove a column by dragging it out of the reporting area.
- Restore all columns by clicking Three Dots > Restore Columns or through the Columns menu.
- Show all questions by selecting Show Questions.
5. Freezing Columns
- Freeze a column via the three-dots menu:
- Freeze to the left or right edge.
- You can freeze multiple columns.
- Unfreeze all by restoring columns to their original position.
6. Adjusting Column Width
- Resize columns as needed by dragging the edge of the column.
Updated on: 04/08/2025
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