Can you add or remove links from the classic center’s reports tab?
We have customized a standard financial report and would like to remove the standard income statement link from the Reports tab to avoid confusing our users. Has anyone been able to do that?
Side note: I have been able to add my custom report as a link to the tab already.
You can get pretty close, but proceed with caution.
Click on the “Reports” center tab, which brings up the “Reports” dashboard. There you will find a link to “Edit Custom Tab” in the upper right. Click.
From here you can find the “Financial” category and remove.
You would then replace this standard center category by creating your own custom category/links and it sounds like you have already taken care of that step. Our solution was to keep the “Financial” category but add our own directly above it, prefixed with our company name so that it stands out. That way if users still need to reference the “out of the box” financial reports they are able to do so from a familiar file path.