Reports Grid

The Reports grid is composed of both header fields and a toolbar that are available on each tab of the Reporting application form. The header fields and toolbar options available vary depending on which Reporting form tab you are using.

Reports Grid Header Fields

Use the Header fields to filter and refine the list of reports for the active Reporting form tab. The header fields vary depending on which Reporting tab you are using and may include report Options, Name, Type, Records/Saved Search, Grid Options, and others.

For more information about the Reports grid in individual report forms, see Contents of the Individual Report Forms.

Reports Grid Toolbar

Use the Reports grid toolbar to maximize or minimize the records list, filter records in a grid, refresh the screen, and export records to a comma-separated values (.csv) file format. The options available on the grid toolbar vary depending on which form you are using.

Field Description
The Reset option is available on the Favorites, Reports, Running, and Archived tabs of the Reporting form. Click this icon to reset the form to the last set of saved or default options for the report.
Click this icon to expand the grid to a full-screen display. This expanded view reduces the need to scroll through long lists of records. Click this icon again to return to a standard grid display. For more information, see Maximize the Grid View.
Click this icon to export all the data from the grid into a comma-separated values (CSV) file that you save in Microsoft Excel or another spreadsheet application that supports CSV files. For more information, see Exporting Data to a CSV File.
Click this icon to turn the filter row on or off in the grid. The filter row is used to quickly search for a report. For information about how filters work, see Filter the Grid Results.