Configurable columns, filters and preset views

Configurable columns, filters and presets are used together to display relevant data and allow fast workflow processing.

Configurable columns

With configurable columns you can choose what columns appear on a report, and in which order. The changes to the column layout can be used as a one-off, or saved as a preset to be applied at any time.

You can find the option to customize report columns within the filters on the screen:

filters config

How to configure columns

  1. Navigate to the report you'd like to customize.
  2. Click "Show filter".
  3. Click "Configure columns" to bring up the column configuration modal.
  4. The modal is split into two halves. The left-hand side contains all the columns visible on the report, while the right-hand side lists all the columns available to be added to the report. Drag and drop the fields to add, remove and sort the columns as desired, creating your preferred layout on the left-hand side.

    select column config

  5. Click "Update columns" to return to the filter.
  6. Select any other filters.
  7. Click "Filter" to apply the columns and filters to view the results.
    Alternatively, to save this configuration as a preset view, click "Save as a new preset", enter a name and then click "Filter and save new preset".
    If you decide later that you want to save a filtered view as a preset, you can re-open the filters and do so.

Preset views

Preset views are useful for creating personalized reports that can be accessed repeatedly without having to apply the same filters, columns and sorting multiple times. They're useful for creating processing lists and reports that need to be downloaded on a regular basis.

select preset

Using relative date filters

When saving a preset view with a date filter, using one of the relative date options such as “Today” or “Last 30 days” will ensure your date is always current.

The available relative date filters are:

  • Yesterday
  • Today
  • Tomorrow
  • Last 1 day
  • Last 7 days
  • Last 30 days
  • Last 90 days
  • Month to date
  • Year to date
  • Previous month
  • Previous year

How to save a preset view

  1. Navigate to the report you'd like to add the preset for.
  2. Click "Show filter".
  3. Apply the desired filters and column configuration.
  4. Click "Save as a new preset".

    save as preset1

  5. Enter a preset name and click "Filter and save as new preset". This can be done before or after applying the changes.

    save as preset 2

How to switch a preset view

  1. When viewing a report, select the preset from the dropdown at the top right-hand side of the screen. The filters, columns and results will be loaded automatically.

    select preset

How to update or edit a preset view

  1. Select the report preset at the top right-hand side of the screen to load the results.
  2. Open the filter and make the desired changes to filters and columns.
  3. Within the filter, click "Update preset [name]" to save and apply the changes. To apply the filters as a one off and without saving the changes to the preset, click "Filter".

    copy a delete preset

How to delete a preset view

  1. Select the report preset at the top of the screen to load the results.
  2. Open the filter, and click "Delete preset". The screen will reload with the system default filters and columns and any matching results.

How to copy a preset view

  1. Select the report preset at the top of the screen to load the results.
  2. Open the filter.
  3. Make any changes to the filters and columns for the new preset.
  4. Within the filters click "Save as a new preset".

    copy a delete preset

  5. Enter a preset name and click "Filter and save as new preset".

    saves as preset

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