How to filter a report

This video shows how you can enter characters in the filter fields for each column, to filter the results.

How to show and hide columns in a report

This short video shows how to show and hide columns in a report

How to save a default report layout

This short video shows how to set a layout as the default to be loaded each time the report is accessed

How to save a default report layout for all users

This short video shows how a user with the super role can edit a report layout and save it as the default layout for all users

How to save a report to Microsoft Excel

Saving a report as a Microsoft Excel spreadsheet is easy. Simply view the report, make changes to the layout(hide columns, filter, sort) and click the Excel icon. Then choose where to save the file. That's it!

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