Configure Report View

Overview

This playbook covers how to change how the data in a report is displayed on your Reporting dashboard in Leadline.

→ See 116 - Reporting for full product knowledge on report types, filters, and access permissions.

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How Do You Change a Report's View?

1. Click Reporting in the Global Navigation.
2. In the top right of the report's gray box, click the icon for the view you want to use.

The selected view icon is highlighted in blue, and the report updates to display its data in that view.

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Related Topics

116 - Reporting — Full product knowledge on report types, filters, and permissions
2401 - Export-Report — Instructions for exporting reports
2402 - Create-Saved-Report — Instructions for creating saved reports