Control visibility settings in an LRA template

Use a report preset to control which sections and subsections appear in generated LRA reports and the order in which they are shown.

Show or hide sections when creating a template

1. Open Organisation Settings and select Report Presets.
2. Select Add Preset.
3. Choose the Report Type.
4. Enter a unique Preset Name. You can also enter an optional Report Title (optional).
5. In Section Configuration, turn sections and subsections on or off.
6. Drag the section tabs, or use the up and down arrows, to set their order.
7. Select Save.

Note

Creating a preset requires report-create permission. Opening the preset editor requires owner or administrator access.

Change the visibility of sections in an existing template

1. Open Organisation Settings and select Report Presets.
2. On the preset card, select the edit action.
3. In Section Configuration, turn sections and subsections on or off.
4. Reorder the sections by dragging their tabs or using the up and down arrows.
5. Select Save.

Important details

• A preset name must be unique within your organisation for the same language. The same name can be used in another language.
• Changes to a preset apply only to reports generated later. Reports that have already been produced keep their existing configuration.
• Managers can view and delete presets but cannot open a preset in the editor. Only owners and administrators can edit a preset.
• Deleting a preset is permanent. There is no versioning or save-as-copy option.