Navigating a Report

 

For accessibility, an EXPORT TO EXCEL button at the top of every report allows users to create an Excel output so they are not required to navigate through the default report output.

Highlighted Reporting Functions

1. EXPORT TO EXCEL - This button produces an Excel version of the report. It is formatted to look like the online report with each page break appearing on a different page. It can be sorted, filtered and manipulated in Excel. Excel versions sometimes do not look exactly the same as the printed versions. Depending on the report, the Excel output changes to better accommodate the Excel format.

2. Page Navigation - This section displays the current page vs. the total number of pages. Navigate to a specific page by typing a number into the current page field and pressing <Enter>. The arrows can be used to navigate to the first, next, previous and/or last page.

3. Search Functionality - Allows you to find data on any page in the report. The Next button jumps to the subsequent instance of the search criteria within the document.

4. Export - The report can be exported into several formats:

Sandata validates exports to CSV, PDF and Excel. The output format can vary slightly from the default report output.

Reporting Export Options

5. Refresh - Updates the displayed data with the current data that exists in the system.

6. Grouping Tab - Displays at the top of most reports and indicates what information is being used to group results. When the group changes, the new group begins on the next page of the report.

Report Grouping Tab

7. Column Header - Clicking a column's header, when the arrows are present, will sort the results in ascending/descending order based on that column's content.

Example of Column Headers

8. Report Legend page - The last page of reports displays general information pertaining to the report including icons used.

Icon/Text	Text
	Client ID on call
	Secondary Mutual Client
	Cluster
	Multiple clients with the same phone
	Exported
	Unmatched Client/Phone
	Mobile
	FVV Parent
	The value has been changed
	Incomplete Call
	FVV Call
	FVV Parent
	FVV Attempt
	Manual Call
	Telephony Call
	Employee Voice Recording
	Client Voice Recording
	Employee Speaker Verification - Pass
	Employee Speaker Verification - Fail
	Client Speaker Verification - Pass
	Client Speaker Verification - Fail