To access the reports section you need to be an administrator or a user with view report permission.
To search on the reports pages, click on the filter bar above the list and enter a word followed by pressing the enter key.
The list will show all the items that contain the word within it.
Filter
To simplify further, you can add more words to the filter bar. When you press enter, the list will refresh to include the new words in the search.
Filtering is ideal for finding precise results. Searching can be done by filling in one or multiple filters. Filter can be seen in the top orange block below.
Quick steps
Fill in desired filters
Select 'Generate'
Generated report will display at the bottom of the page as seen below.
This report can be exported to PDF, CSV and excel by selecting the desired button.
To clear/ reset the filters, select 'Reset filters'
Save Frequently Used Filters
Fill in desired filters
Select 'Filter Action' in the top right corner
Select 'Save filter as new'
Change the title if desired
Select 'Save filter'
The filter has now been saved. Multiple filters can be saved. To access saved filters, select 'Select an option' - all saved filters can be viewed and selected from this drop-down list.
To delete a saved filter, select 'Filter Actions' and 'Delete selected filter'.