How do I save my filtered report?

• First, you will need to run your selected report. In this example, I am running a Dispense Analysis report

• After the data has been generated, apply your desired filters. In the example below, I only want to see owed quantities.

• I have located my Owed column, selected the cog, used the select all button to select all numbers and then deselected the 0(zero)

• After selecting OK, my report has now been generated to only show owed quantities

• To Save the report filters, I will now select Save as New

• You will then be asked to give the report a name - see the example below

• Click Save

• The next time you want to run this report, select the Dispensing Module, select the Dispense Analysis report, and select the report you saved. See below example

How do I save my Report Layout?

• To save the report layout, run your report. After the data has been generated, select the Save Changes button

• The below message will then be displayed

How to Add or Remove Columns

• Once you have run your selected report and the data has been generated, select the "Select Columns" button

• Depending on the report you have selected to run, different columns will be available

• Tick your desired columns and select Show Selected Only

• Your report will regenerate with the selected columns only

• If you need to add more columns, select the "Select Columns" button again and tick the column you want to add

• Select Un-Hide

• This column will then be added

• To remove a column, click the Hide button

• To add all columns back in again, select Show All