Articles
Adding Custom Reports (New Reports)
The DMS has Standard Reports that can be modified with Filters and Columns , but your organization may require more unique and customizable Reports. This article will cover how you can customize Reports from a selection of New Reports. ...
Modifying Columns on Reports
In addition to filtering Reports , you can also modify the report Columns to obtain even more detailed metrics. Which Reports can I add Custom Columns to? Columns can modified for any report, however, the selection of Columns will vary de...
Filtering Reports
Once you have opened a Report, it can be filtered by a variety of fields to narrow its focus. After you have all of your desired Filters in place, you can also export the data in these Reports. Filtering Reports 1. Visit the Reports Tab ...
Sorting on Select Reports
Sorting allows you to further organize your Reports and is available on a limited number of Reports. What is Sorting? Sorting allows you to configure some aspects of your reports display, including: 1. Sorting specific Columns ...
Adding Charts to Reports
Within the Reports Tab , you will be able to generate certain Custom Reports in Bar Chart and Pie Chart form. Learn more: Reports Tab Overview Adding Custom Reports Considerations You can only generate Charts for the followin...
Saving and Exporting Reports
Reports can be customized using specific Filters or Columns that are most important to you. Once you have your desired filters and columns in place, you can Save these Custom Reports to use them again, Delete Custom Reports , and also...