Using Report Views

Using Report Views

https://vimeo.com/346844773

From the side menu go to Reporting –> Report Views.

Each section contains system reports for key sections of the system.

Select the section you need, from Claim Analysis to MyTime and click of on one of the views within that section to run.

Report Views are ad hoc and display all of the information in the system matching this view.

From here you can customise the view by adding filters, groupings and sorts.

Click the Customise button at the top of the screen.

From here you can Filter the data, Group the data and Sort the data.

Filtering your data

To start filtering your data, click the add button in the Filter box.

 

Select whether all filters need to be matched or any filters. Then select which field you would like to filter on, the operator and the key word.

For example, you can make it so that the field must begin with the letter S.

Grouping your data

To start grouping your data, click the add button in the Groupings box and this menu will appear.

Grouping allows you to group together report entries in to sections according to shared field entry. Click the arrow next to the fields under the Available groupings section to add them to the Current groupings section. Use the Bin icon to remove fields from the Current groupings section.

You can use the Up and Down arrows to move the position of the fields within the Current groupings section.

Sorting your data

To start sorting your data, click the add button in the Groupings box and this menu will appear.

Sorting allows you to determine the sort order for the reports data. Click the arrow next to the fields under the Available sortings section to add them to the Current sortings section. You can use the Bin icon to remove the fields from the Current sortings section. It is possible to choose whether a specific field is Ascending or Descending by using the button. You can also use the Up and Down arrows to change the position of the fields within the Current sortings section.

Once you are happy with your customisation, click the Run Report button.

If you would like to add your custom report to the Report views menu, click the Save customisation button and give it a name.

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