• re: How to move a report from one tab to another, for example, report is now under Reports>Financial... want to move it to Reports>Custom


    You can't move the reports to the Custom tab, because this tab is only for Custom reports, but you can move the reports to other tabs, so please follow these steps:

    1. select Admin>Reports>Edit Reports
    2. locate the report you need and click Edit
    3. under Category click the arrow down and move to other tab, click Update when done.