About Report Settings

About Report Settings

The Lasso standard reports may contain columns that Users who are accessing the reports do not need on a regular basis. Use the personalize feature in Lasso to remove columns that are not relevant to your users and then, in Report Settings in the Client Admin Center , override the default report version with your personalized version. This way, when Users click on the report, the personalized version you created automatically comes up and is standard for all Users. (Refer to Personalize Columns on Reports for more information on the personalize columns feature.)

The Report Settings area also contains functionality that allows an Administrator to filter the Project Sales Summary by selected projects. This can be useful if you would like to view only certain projects at one time - e.g. by geography or region.

Access Report Settings

1 - Click into the Client Admin Center .
2 - Click on Reports.
3 - In the dropdown, click on:

Note: You must have a Client Administrator Role and Reports Permissions to access this area.

See also: