Working With Reports

January 2023: the current dashboard release has new graphics and some interface changes. Many screenshots still reflect the older release and will be updated shortly.

In general, reports will be displayed in a "list" view. These list views can be modified using the controls found at the top of the report.


Options And Controls

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All examples taken from a demonstration event.
An example All Items (current event) report.

All reports have these icons representing the Options And Controls available to modify your Reports as needed. Each action icon works as a toggle to display its function.


Magnifying Glass -- this opens a field for searching the current report.

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Tags

Ribbon/Bookmark -- this opens a field to search the current report specifically by Tags attached to the event items. See Columns (below) for more on displaying the Tags column for reference.

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Edit

Pencil -- this opens the Mass Changes and Tag Editor fields.

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Columns

Three Vertical Bars -- this opens the Choose Visible Columns window where you can add (or remove) columns available for the current report by checking the appropriate box.

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See Choosing Columns for more information.


Views

Folder -- this pops open the View options for the current report. See the Views section under Working With Reports for more information.

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Export

Cloud Download -- this pops open the Export options for the current report. Selecting one of these options will trigger the export process and start the "download" operation in your browser.

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INFORMATION

The exported data will reflect the columns and sorting options selected at the time of export. The exported data will include the complete report, not just the current page of a multi-page report being viewed on the screen.


Reload

Refresh -- this triggers the report to be reloaded using the current properties.

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Reset

X -- this will refresh the report using the system default properties.

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Help

Circled Question Mark -- this open a new tab/window in your browser and takes you directly to the main Reports page of the User Guide.


Rows Per Page

At the bottom of reports you will find the rows per page option allowing you to change the default 100 to 500 or All.

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Last Revised: February 2023