When viewing a pre-designed plan item usage history report, an administrator or manager can change the filters to view different information on the report.
-
Within a Plan Item Usage History preset report,
click the Edit Report Filters
button. The Advanced Filters page appears with the preset report filters
selected.
Note: The original preset report will display below the advanced filters.
- Add or remove advanced filters to adjust information to display on the report.
- Click the Generate Report button to display the updated information.
- When finished, click the Generate New Report button to return to the main Plan Item Usage History Report page.
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