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.

  1. 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.

  2. Add or remove advanced filters to adjust information to display on the report.
  3. Click the Generate Report button to display the updated information.
  4. When finished, click the Generate New Report button to return to the main Plan Item Usage History Report page.