#48 Hiding Unused Reports

Dec 18, 2015

Did you know that an Advisors Assistant administrator can remove the reports that are not used in your office from the list of reports seen by users? The administrators would still see all of the reports, but users will not be shown the reports that aren’t utilized in your office.

You do have to be an administrator to perform this action. Go to the Admin dropdown menu at the top of the Main View Screen and click on Maintain Reports. To hide a specific report, right-click on the report name and choose Hide Report.


As an administrator, you will still see the report listed, but the column “Hidden” will show YES. This means that only administrators see the report; it is hidden for all other users.


If you need to show the report in the future, you can right-click on the report name and choose Un-Hide Report.

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