Using Report Views
To watch a video about this, click here.
To open the Report views menu, click on the word Views located on the blue navigation bar at the top of your screen.
On this screen you will be greeted with four drop-downs, each consisting of their own views containing different sets of data. The most broad view is found when you click on Claim analysis then on Expense details. This view contains all of the data in the system.
You can customise the data to your liking by clicking the Customise button. Clicking it will open this menu.
From here you can Filter the data, Group the data and Sort the data.
Filtering your dataTo start filtering your data, click the add button in the Filter box and this menu will appear.
If you would like to run the filter alongside other filters, select All in the matching box. Underneath this you can select the field you would like to filter. Underneath that you can choose the parameters of the filter, for an example you can make it so that the field must begin with the letter S.
Grouping your dataTo start grouping your data, click the add button in the Groupings box and this menu will appear.
Grouping allows you to group together report entries in to sections according to shared field entry. Click the arrow next to the fields under the Available groupings section to add them to the Current groupings section. Use the Bin icon to remove fields from the Current groupings section. You can use the Up and Down arrows to move the position of the fields within the Current groupings section.
Sorting your dataTo start sorting your data, click the add button in the Groupings box and this menu will appear.
Sorting allows you to determine the sort order for the reports data. Click the arrow next to the fields under the Available sortings section to add them to the Current sortings section. You can use the Bin icon to remove the fields from the Current sortings section. It is possible to choose whether a specific field is Ascending or Descending by using the button. You can also use the Up and Down arrows to change the position of the fields within the Current sortings section.
Once you are happy with your customisation, click the Run Report button.
If you would like to add your custom report to the Report views menu, click the Save customisation button an give it a name.