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Screen Component Definitions

Field

Description

Menu Bar

The Menu Bar is found along the top of the website and can be accessed from any page or location within Portal.

Use the Menu Bar to navigate between tabs and access the User menu.

Navigational Breadcrumbs

A graphical element used as a navigational aid to keep track of your location within the website. Tracks and displays each page viewed on the website in the order the pages were viewed.

Facilitates quick navigation back to the pages utilized in executing a report. Used to access the:

Reports page in order to execute a different report
Criteria page in order to change the search/filter parameters of the report currently being viewed

Save Options

Available from the Reports page and Criteria page to save commonly run reports (with specified search and filter criteria) into a folder for reuse.

Clicking Save As opens the Save As window to enter a Name, select a folder, and click OK.

Clicking Save saves a previously saved report. If modifications were made to the filter criteria, the new criteria is saved over the previous report.

Note

Saved reports are found on the Reports tab by opening a folder and clicking the arrow next to the system a source report name to expand the list of customized reports list.

Image Modified

A report in the list can be deleted by selecting it from the Reports tab and clicking Delete.

Export Options

Available from the Reports page to export the search results into an Excel or CSV file. Clicking the Export to Excel option opens the search results in an Excel file that can be saved in .xlsx or .csv format.

Filter Customize Options

Available from some all columns on the Reports page to perform additional filtering on search results for one or more columns.

Click the Filter icon (

Image Removed) to open the Filter window.

Image Removed

Open the first Show items with value that dropdown field and select a filter option.

Enter or select a value in the field below it to identify the criteria, e.g., "is equal to 08/31/2016" or "is less than 1000".

(Optional) Select a second set of criteria. If two sets of filter criteria are established, you can set the relationship of the conditions via an and or or statement.

customization of column and data display in the report:

Sort data in a column ascending or descending
Hide or show specific columns of data
Utilize filter options to pull specific data in a column

Click the Image Added found in any column. The customize options display:

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Click Filter. The list of search results are modified to meet the newly selected filter criteria.

Report Detail

The report detail is the list of results making up the executed report and meeting the report criteria set on the previous page.The report detail provides access to all search results by scrolling through the pages, and modifying of results by sorting and reordering the columns or applying additional filters. (See Filter Options description above.)

Scroll

Facilitates scrolling through the report details to access those not visible in the current view.

First/Previous/Next/Last Page

Facilitates navigating, or moving between the pages of results.

Specific Page

Facilitates navigating, or jumping, to a specific page of results.

Report Parameters

A listing of the report criteria, or parameters, entered prior to executing the report.

Additionally, the date and time the report was run is displayed.

Panel