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Run, filter and download a report

Filter​

  1. Open a report from Reports.
  2. Select Filter to add a filter, for example location, department or a date range. Date filters have a from and to; Current means the current period.
  3. Select Apply. Reset clears all filters; remove one with its Remove filter button.

If nothing matches, widen the date range or remove a filter.

Choose columns​

Select Columns to show or hide columns. Show all, Hide all and Reset help with long reports. Sort by selecting a column heading.

Saved views​

A view saves the filters, columns and sort you have now.

  1. Set up the report the way you want.
  2. Open the view menu and choose Save as new view….
  3. Enter a View name. Optionally tick Share with everyone in the organisation, and Open this view by default for everyone.

Your views are under My views; shared ones under Shared with everyone. Standard view is the report as shipped. After changing a saved view, choose Save changes to … to update it.

Download​

  1. Select Download report and choose the file format.
  2. Small reports download straight away.
  3. Larger reports are prepared in the background. You see "Preparing … in the background. It will appear under Downloads when it's ready." and a notification when it's ready.

Downloads​

The Downloads button in the header shows reports being prepared, with progress. View all downloads opens the Downloads page, which lists each file with its format, status and Available until date. Files stay available for 7 days. Select Stop preparing to cancel one in progress.