Default Report by Folder Type

Edit Reporting Options and Default Report

You can choose which of your account's reports will be the default when downloading a folder report of this type.

To change the default report, first go to the Folder Settings on the drop down admin menu.

Then click the blue pencil icon beside the folder type you want to update.

Then click on "Report Type" under the General Details section.

From here you can select which will be the DEFAULT report when you download a folder report for this type. You can select one of the standard reports, or if your account has a custom report, you can also chose that here.

Custom Report

If you have a custom report built for your account, and that is currently set as the default report for a folder type, you can modify the cover page and settings for that folder report type by changing the default report to STANDARD, saving that setting, then going back into the folder to make changes. Once the changes are saved, go back into the folder and update the default type to your custom report.

Note: Reporting options for custom reports are not editable. Contact us for any changes you need on custom reports.