Organizing report shortcuts

In the Report Browser, report shortcuts are grouped into report categories. You can organize report shortcuts by renaming, moving, copying, or deleting them.

  1. In the Case Manager portal, open the Report Browser by clicking Reports in the left navigation pane.
  2. Navigate to the report shortcut that you want to modify.
  3. Click the Gear icon for the report shortcut, and select one of the following options:
    • Edit – Update the title of the report shortcut, and optionally, the report description.
    • Move – Move the report shortcut to a different category.
    • Copy – Copy the report shortcut to a different category.
    • Delete – Delete the report shortcut from the current category.
  4. Click Submit to apply your changes.