Viewing Reports

View and filter reports:

  1. Select a report from the Report Library or Dashboard.
    In the Report Library you can use the Search bar to quickly find the report.
    The report displays.
  2. Change the report type if required:
    • Bar - Horizontal or Vertical
    • Chart - Pie or Donut
    • Table - Summary Table
    • A blue line displays under the active view.

  3. Optionally, select the Calendar to change the dates.
  4. Select Run.
  5. Select the Group By drop down to change the view criteria.
    The criteria varies by report, and the number in brackets indicates how many matches for the criteria.
  6. Select the Sort By drop down to change the view options.
    Choose from:
    • Count, highest first
    • Count, lowest first
    • Type
    Note - If the selected Group By criteria is Week, then choosing Type displays the results by day order.
  7. Select the Actions button to:

    • Export to CSV
    • Save Report - To preserve filters, group and sort by preferences.
    • Save Report As - Save the report under a different name.
    • Pin / Unpin Report - Adds or removes the report with the current filters, group and sort preferences to the Favourites Dashboard.
    • Print to File - Includes output to PDF.
  8. Select the Back arrow to return to the previous screen.