Basic Customisations

 

Re-order pages

You can change the order that pages appear in your reports. To re-order the pages:

  1. Open the Customise Layout tab, and locate the required page.
  2. Click and drag the required page into the new position.

 

Delete a page

  1. In the Customise Layout tab, locate the page you want to delete and click the icon at the top right-hand corner.

    Thumbnail Icon
  2. Click Delete, then when prompted click Delete again.

    Delete Button

 

Note: If you accidentally delete a page, you can use the Add Page option to add a new copy of the page. 

 

Include/exclude a page

Rather than deleting a page, you can exclude the page from your report. The page is still there for use in the future, but will not be included in this report output.

When you exclude a page, from the report, it still appears on the Customise Layout tab but is greyed out.

  1. In the Customise Layout tab, locate the page you want to exclude, then click the icon at the top right-hand corner.

    Thumbnail Icon2
  2. Clear the Include in report check box, then to save the change, click away from the menu.

    Include In Report

 

Change a page title

All pages are given a default title, but you can edit these to use your own terminology.

  1. In the Customise Layout tab, hover over the page that you wish to rename.
  2. Click the pencil icon next to the current page title.

    Rename Report
  3. Type the title you wish to use, then press Enter.

Copy a page

To create a dupllicate of a page, for example if you need several copies of a page filtered to different categories, you can use the new copy option.

  1. In the Customise Layout tab, locate the page you want to copy and then click the icon at the top right-hand corner of the page.

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  2. Click the Make a copy button.

    Make Copy

  3. If required, change the page name. The default name adds 'Copy of...' to the start of the original page name.

    Screenshot 2021 10 06 at 17.59.35

  4. Select the page to insert the new one after. The default is to insert the new page directly after the one you copy.
  5. Click Copy.

Filtering a report page

  1. In the Customise Layout tab, locate the page you are wanting to filter and click the small filter icon at the top right-hand corner.
  2. From the Tracking Filter drop-down, select the category to use, then from the Tracking Items Filter drop-down, select the check boxes for the tracking categories to include.
  3. Click Apply.

    Thumbnail Icon3

 

 

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