Page Comparison

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• Column headings which describe the data within the column
  

• Column headers links which are links to the sort / filter window. An arrow (beside

  in the image to the right) shows how the report is sorted (ascending/descending). In the example, the Owner column is sorted ascending. If you click the Owner link on the report once again, you will see the sort / filter window (shown on the image to the right) allowing you to switch the sorting to descending (Biggest First) . Clicking on any of the other column header links will allow you to sort the report / list by that column ascending or descending as required. Note: Where invoice names exist, the sort is alphabetic even if you are not using invoices names with letters.
  

• Filter which as shown above appears when you click a Column header link, allows you to filter (search) by that value entered into the textbox. E.g. If you want the report to show a specific owner, enter that owner name in the filter box and hit 'Enter' and the report will filter by that owner.  See the Filtering Reports section below for more information on using filters.
  

• Tool Links - the tools on the right hand side perform various actions on the data present in the report.

  • View - this provides filtering functionality and the ability to hide columns. Hiding a column
    removes the column from view and will also initiate summarization. If for example you remove
    unique column, such as User in the case below, the report will then try to summarize any
    outstanding unique data and collapse the report to its lowest common denominator.  The Save
    Current View option lets you save and use the customized view as the standard view each
    time the report is loaded.  See the Filtering Reports section below for more information on
    using the View tool
    

  • Email - this option allows you to email a pre-canned email message from the email messages
    configured in EngageIP to the users listed or linked to in the report. If you want to email a
    subset of users, filter them until you have a list of the customers needed, then click email,
    select the message and click send. The email will be sent to the contact as specified when
    contact information was setup for each customer. If the contact specified does not exist,
    EngageIP will attempt to email the billing contact if an email address exists for that contact.
    

  • SMS - this option allows you to send an SMS to every user listed in the report view, or subset of
    users if filters are applied.  Note: before you can send SMS messages you must configure an SMS
    Gateway, see the guide SMS Gateway Configuration for instructions
    

  • Export - this option provides the ability to export data into XML or CSV, the file by default will be
    called export.xml/export.csv.
    

  • Print - this provides the ability to print the selection, or results of the report. First filter the report
    as needed to get the desired data set, then click print to provide print options for the data set
    returned.
    

• Page Links at the bottom of the report allow navigation of the result set. You can click to the next page, or click a page number to jump to a specific page.

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