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How to Work with Reports

jamiejdt|Last Updated: 6/16/2016
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1 Contributor

The following functions can be used to work with MED-V reports:

Report results can be sorted by any column by clicking the appropriate column name.

The report results can be grouped by dragging a column header to the top of the report. Drag multiple column headers to group one column after another.

How to Refresh an Existing Report

To refresh an existing report

  1. Select the report to refresh.

  2. On the management toolbar, click Refresh.

    The report is regenerated.

How to Edit Report Parameters

To edit report parameters

  1. Generate a report.

  2. On the management toolbar, click Edit report.

    The Report Parameters dialog box appears.

  3. In the Report Parameters dialog box, configure the parameters, and click OK.

    The report is regenerated with the new parameters.

How to Export a Report to Microsoft Excel

To export a report to Microsoft Excel

  1. Generate a report.

  2. On the management toolbar, click Export to Excel.

  3. In the Save Report dialog box, enter a name, and click Save.

    The report is exported to Microsoft Excel.

How to Close a Report

To close a report

  1. Select the report to close.

  2. On the management toolbar, click Close report.

    The report closes.

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