Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Info

Note: This report is permissions based, and will only show in the list of reports if your roles allows for it.

...

Filter options

Using the filter options allow allows you to narrow your search results. By leaving a filter blank, your report will include all options in that field.

Fields marked with an * are mandatory

* Child Organizations: You can use the drop down or the tree to select an organization, or select All. (Selecting another MHA is permission based).

* Period: By default it will the period will be set to the current season. Use the drop down to select a different season if needed.

...

  • New custom report - You can create you your own custom appeals report that will allow you to choose the columns that are generated.

  • Export excel - click to export your report

...

The blue arrows allow you to move move from left to right when viewing the columns of your report.

...

You can export your reports by click clicking 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.

...

There will be times that your report is too large to display on the screen. A message will appear - You Your report is too heavy, click her here to download the complete report. Click on it, and you can view the full report from the export.

...