Step by step guide:
- Enter the Reports dashboard screen from the turquoise coloured button near the top of the page.
- Select the Data Reports tab.
- Identify the report you wish to run and press the Run button on its row.
- Alternatively click on Reports Folders and select the folder your report is in.
- The right side of the screen will update to show that folder's reports.
- Identify the report you wish to run and press the Run button on its row.
- Once you have ran your desired report, press the turquoise Filter / Group / Sort button towards the top-right of the page.
- Select the filter you wish to apply from the drop-down list at the top. You will then see the filter appear on the page.
- Configure your filter(s) as required, and apply any Sort settings towards the bottom of the page.
- Once all filter and sort settings are correct, press the turquoise Run button towards the top-right of the page to run your report again, with the filter(s) applied.
Please find our video tutorial link below:
Note: You will need the Reports permission applied to your e-days role in order to carry out this task.