Managing reporting views

You can manage how fax reporting data is displayed by switching between available views and setting a preferred default view. These operations are the same for both Fax Inbound and Fax Outbound reporting.

Switching between views

1. Open the relevant Reporting screen (Inbound or Outbound). (FAX - Reporting - Inbound/Outbound).

2. Click the report views dropdown at the top of the table.

3. Select the desired view:

   • Under Main Views, choose Basic View or Advanced View.

   • Under Custom Views, select a saved view created by you or your admin.

📌 Advanced View

If the Advanced View is locked, a pop‑up will display information about the service and how to subscribe. For details, see Advanced View.

Setting a view as default

By default, Basic View is displayed each time you open Fax Reporting. To load your preferred view automatically, set it as the default.

You can set a view as default in several ways:

• When creating a new view
  Activate the Set as default option in the Save View dialog.

• From the view list (dropdown)
  Click the flag icon next to the view name. The flag turns orange to indicate it’s the default.

• When updating a custom view
  Click the flag icon while editing the view in the Manage Custom Views window. The flag turns orange to indicate it’s the default.