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  1. Select the Business Management tab.

  2. Select the Reports icon.

  3. Select a report from the available list.

  4. Update the parameters for the report as needed, on the right hand side.

  5. Select the Explore button.

In The top section of the Data Explorer window you have has the following options:

  • Choose Layout - If any layouts have been saved, they can be selected here.

  • Show All Columns - Includes all fields in the report.

  • Hide All Columns - Removes all fields from the report.

  • Visible (checkboxes to the right of the field names) - excludes specific fields by unchecking the visible box.

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In the The bottom section of the Data Explorer window, you can change the order of the columns as well as group the report data by a specific column.

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To reorder the columns click allows the following:

  • Reorder columns - Click on a column header and without releasing the click, drag the column to the left or right as needed.

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  • Group columns - Select the column header and drag it into the gray area as pictured below:

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You also have the option to Delete an existing layout that is no longer needed. To Delete:

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Select the layout from the layout drop down menu.

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Click on the Delete Icon.

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done editing the layout of the report, the options are:

  • Save the layout to use later

  • Print the report with selected layout

  • Delete the layout

  • Export the report with selected layout to Excel

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Info

To delete a layout that is not currently open, choose it from the layout dropdown box in the top section of the Data Explorer window and click on the Delete Layout icon.