Navigation, Reports & Exports
Jump to navigation
Jump to search
Basics
- There are consistent lists / results / reports that are linked to most records.
- These have a searchable text box in the top right
- You can page through the results using the number / forward & back buttons at the bottom of the report
- There are export buttons for:
- Copy
- CSV - Comma Separated Values (Single Tab Spreadsheet data)
- Excel
- Many of the reports allow you to drill down into a record - for example personnel (a person) or sites (a site)
- Next to the person's image or the logo (if they are uploaded) there are grey forward and back buttons
- These work on the last list that you have brought up:
- If you have searched for personnel then these button scroll through these lists
- If you have brought up a site and reviewed the personnel tab and clicked on one of the records then your last list is the employees of that site.
- If you have many tabs open this feature works with the last search in the system regardless of tab. If you open a new tab and do a search there then even if you go back to the last tab the cached (saved) results will be unrelated to the tab you are on.