Personalizing Preferences
Applies to: Kyvos Reporting
You can configure your user-specific preferences for password, connections, portal behavior, and notifications from the Preferences page.
Opening the Preferences Page
To open the Preferences page:
Click Navigate > Personalization > Preferences.
The Preferences screen appears.
Available Options
On the Preferences page, you can configure the following settings:
Set Default Connection
Specify the default database connection to be used when running reports. This ensures consistent data access across reports.
Set Portal Preferences
Customize your portal behavior, such as landing page, default folders, or time zone preferences.
Set Notification Channel Preferences
Choose your preferred channels (such as email) to receive notifications for features like:
Report scheduling alerts
Approval process updates
Data refresh notifications
Note
Ensure your email address is configured if you choose email as a notification channel.
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