Reporting Screens

Modified on Wed, 28 Jun, 2023 at 5:00 PM

Reporting screens display information and data organized into rows and columns that you can filter, group, or organize based on your needs and requirements. Select each + marker in the image below to learn more about standard report screen functionality.

Show Menu – Opens and collapses the menu.
Back Button – Use the back button to return to the previous page.
Menu Group – Displays where you are on the menu.
Function Buttons – These buttons offer additional report functionality but vary by report.
Page/Row - This display shows the number of pages and rows of data in your report.
Report View – This area lists which view of the report is currently displayed.
Filters – Add or delete global or column filters.

Mode – Change the mode to display data only, charts only, or charts & data.

Actions – The actions icon offers additional report functionality including save as, manage views, add, or delete columns, and more.

For more detailed information on Report Screen Functionality, see the Reporting Navigation Basics course.