1. IDS
  2. Report Management

How do I Customize a Report?

Want to make your client's experience better? Does a report not flow how you want it during a debrief? Customize your report to fit your need!

 

In your IDS account, click on Customization at the top of the page.Link Management-1

-Select Manage Custom Report TypesCustomization Menu

 

 

 

 

 

 

 

Click the New button on the right side of the window.Custom Reports

Next, select the report type you want to customize.  Report Type

The customization will only apply to the exact report selected, so if you need a customization for multiple versions of a report, you will need to create multiple customizations.

Create a name for your customization so you can identify it from any others you have.  Then you can remove pages by unchecking them, and drag the sections to rearrange the report flow. 

The page you see will likely be different from the image below depending on the report you selected.

Options

Click save when you are done.

 

If you have any questions, or if something does not work, please reach out to our Partner Support Team member by clicking the chat button in the lower right corner, or call us at (800) 869-6908.  We will be happy to help.