Sample Report

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.

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

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.

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

1. Click the Filter icon () to open the Filter window.
    
2. Open the first Show items with value that dropdown field and select a filter option.
3. 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".
4. (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.
5. Click Filter. The list of search results are modified to meet the newly selected filter criteria.

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.)