I want to manage report list views, columns and filters

  • When you click on the Reporting top level menu the View option will default to Statement Reports; to access other reports simply change the option within the View drop down field.  Once you have selected the required report you can then apply filters and change the order in which the report data columns appear.

    I want to apply a report list view

    To apply a report list view to the reports list, select the view’s name in the top right of the Report Management screen.

    I want to apply a filter 

    To apply a quick filter to the reports listed on the Report Management screen:

    1. Click Down arrow in the top right.
    2. Select the field you want to filter on. 
    3. Enter the filter value in the field now displayed.
    4. Click Search to apply the filter.
    5. Select Clear Filter before applying another filter. 

    I want to manage columns 

    To change the order in which the report data columns appear, click on the name of a column you want to move and while holding down your left mouse button, drag the column to where you want it to appear in the reports list before releasing your mouse button.

    To sort the report data that appears in a column, click on the column’s name. An arrow icon Arrow icon will be displayed next to the column’s name to indicate the sort order.

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