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Removing standard reports and categories from the Report Browser

Updated on April 5, 2022

You can customize which standard reports and report categories are included in the Report Browser in the Case Manager portal. By default, many standard reports and report categories are included in the Report Browser. Managers can run these standard reports, or save copies and modify the reports to meet additional business needs.

  1. For the standard report or report category that you want to remove from the Report Browser, save a copy of the shortcut rule or category rule in your application ruleset.
  2. Set the availability of the rule to Blocked.
  3. Save the rule.

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