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New custom report - You can create you own custom appeals report that will allow you to choose the columns that are generated.
Export excel - click to export your report
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Custom Reports
You can create a custom report using any combination of the default columns listed below.
To create this report, click New Custom Report. custom report from the Action button, or the New custom report button located at the top of the search result display.
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Give the report a name, and a description (optional but is useful if you want to save the custom report and use it again later). Click the box Save Filter Values if you want to save this custom report. Next, select all, or choose from the column options, then click Save.
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Participants on Multiple Teams Report Default Columns
HCR Number
First Name
Last Name
Birthdate
Gender Identity
Email
Organization Name
Shared Expiration Date
Position Type
Team 1
Team Organization 1
Team 2
Team Organization 2
Team 3
Team Organization 3
Team 4
Team Organization 4
Other Teams
Other Teams Organization
Search Results
In each of the columns, you will find a sort option with a directional arrow letting you know which way the sort is going in.
The blue arrows allow you to move move from left to right when viewing the columns of your report.
Click on the Show box to change the amount of lines visible in your search results.
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Exports
You can export your reports by click on the Action button and selecting Export Excel, or from the export button located at the top of the search display results. Using the export button, you can export to CSV or Excel.
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A history of your exported reports can be retrieved from the Exports menu.
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Tips
When using any of the filters for your search, the system will save your most recent options. to clear your search history, either click Clear, or click on Reset filters.
There will be times that your report is too large to display on the screen. A message will appear - You report is too heavy, click her to download the complete report. Click on it, and you can view the full report from the export.
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