This user guide will show step-by-step instructions on how to navigate reports in UGAF@Work.
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Resource: If you are wanting to learn how to view specific reports and/or dashboards, check out the “View Reports” quick reference guide.
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Navigating an UGAF@Work Report
Several icons display over the top-right corner of a report.
Review the following icons and their capabilities.
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Icon
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Icon Name
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Description
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Export to Excel
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Export the report to Excel.
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Export to Worksheets
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Send the report to a UGAF@Work worksheet.
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Filter
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Filter data from each column, similar to Excel.
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Expand/Collapse Chart
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View report data in chart format.
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Grid View
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Show, hide, freeze, or reorder columns, similar to Excel.
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Toggle Full Screen
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View more data in full screen mode.
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PDF
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View the report as a printable PDF.
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Collapse Rows
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Reduce the table’s row height.
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Expand Rows
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Expand the table’s row height.
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Filtering Report Content
You can filter report content to refine the results that are displayed.
When you first run the report, you can enter specific criteria to filter the results. Some reports, such as the Gift Profile report and the Find Journal Lines report, give you the option to save the filter you create for easy use when running the report in the future.
1. Navigate to the report you want to run by entering the name of the report in the global search bar and selecting it from the results.
2. A window will display various fields in which you can make your desired selections to filter the report results.
3. Once you have entered all desired criteria, you can enter a filter name in the grey box at the bottom of the window, then click Save.
4. Once you click Save, the number of saved filters will increase by one, as shown in the image below.
5. Click OK to run the report.
6. When you run the report in the future, you can select your saved filter from the drop-down.
To filter a report once you have already run it:
1. Select the column heading of the data you want to filter. The column filter options display, as shown in the image below.
2. To sort the data, select the appropriate Sort arrow.
3. Alternatively, in the Filter Condition field, choose a filter condition from the available options and enter values as required by the filter condition.
4. Select Filter.
