1. IDS
  2. Report Management

How do I Apply a Customization to my Reports?

You have created a customization for the reports you use, now you need to apply them.

There are two ways to apply customizations to the reports in your account; by changing the setting in the report, or you can apply them when you send the report. 

In the report:

In your IDS account, locate the report you want to be customized.  Click the respondent's name to open the report information.

In the upper right section of the window, click the "Custom" dropdown field and select the customization you created for the report.

Report-Info-1

When sending the report:

When sending the reports out, there is a field to select the customization for the reports. 

For information on sending the reports, please see this article.

 

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.