Managing the Visibility of Tabs in a Report
When working with reports, you have the flexibility to control the visibility of tabs. This allows you to organize your report content and decide what your client can see in a shared report. Below, we outline how to manage tab visibility effectively.
How to Hide a Tab
If you wish to exclude certain content from your shared report but keep it for future use:
Open the report that you want to edit.
Navigate to the tab you want to hide.
Use the visibility options to hide the tab. Once hidden, the tab will no longer appear in the shared report.
The tab will remain hidden unless you choose to unhide it at a later point.
How to Unhide a Tab
To include a hidden tab in a report:
Open the same report in edit mode.
Locate the visibility options pertaining to the hidden tab.
Select the option to unhide the tab, making it visible in the shared report.
This flexibility allows you to prepare the report in advance and control which content is visible at all times.
Best Practices for Tab Management
Use hidden tabs for draft content or data that is not ready for sharing. This keeps your report organized while ensuring that all necessary information is in one place.
Clearly label your tabs to distinguish hidden tabs from visible ones, making future updates more manageable.
Regularly review hidden tabs to ensure they are still relevant or needed for the report. Remove unnecessary tabs to avoid clutter.
Troubleshooting Tab Visibility
If a tab is not appearing in your shared report, double-check to ensure it is not hidden.
Make sure you are in edit mode when making visibility changes to avoid confusion.
By effectively managing tab visibility, you ensure that your reports are well-organized and contain exactly the content you wish to share with your clients. This feature provides you with both flexibility and control.