Add Filters, Add/Remove Columns, Save and Export Reports

Add Filters, Add/Remove Columns, Save and Export Reports

To Add Report Filters:
  1. Select the Filter Type
  2. Enter the Filter Specifics
  3. Hit Enter on your keyboard or click the Apply Filter  button

To Add/Remove Report Columns:
  1. Click on the 3 dot ellipsis (...)
  2. Select Add/Remove Columns
    1. To add a column, search for the column
    2. Check the box next to the applicable available column option
    3. Click Add
    4. Click Apply
    5. To delete a column, check the box next to the applicable current column option
    6. Click Remove
    7. Click Apply
To Save a Report:
  1. Click on the 3 dot ellipsis (...)
  2. Select Save View As (or Save View if you want to update and replace a previously created report)
  3. Name the report
  4. Check Deletion and Overwriting Is Not Allowed if you will be sharing the report and do not want others to make edits/changes
  5. Check My Default if you want this to be the default report that opens when you navigate to the report you currently have open
  6. Check Share if you will be sharing the report with other (please note anyone you share the report with must have security access the report)
  7. Click Save
To Access Previous Saved Reports:
  1. Select from the drop down as shown below:

To Export a Report:
  1. Click on the 3 dot ellipsis (...)
  2. Select Export
  3. Select the File Format type from the available drop down options
  4. Click Export


Watch a video demonstration with more details here: https://vimeo.com/manage/videos/678776412/abde603889


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