JulesT
- edited
We have made some changes to assist with navigating through reports in T Analyst.
1. The cost allocation, summary and detail reports are now accessible through the reports tab.
Cost Allocation
1. Table will automatically display cost centre allocation based on hierarchy selection.
2. Users can alternate between different hierarchies.
3. New in help function to explain features on page.
4. Users can utilise new search field to drill down to a specific cost centre level.
5. Select download icon to extract cost allocation report.
Summary Reports
1. All default reports are listed underneath each report type. Users can click on report type name to expand or collapse list of reports.
2. Additional drop down menu titled "Hierarchy" allows users to alternate between different hierarchies.
3. The cost centre drop down menu allows user easy access to their cost cente level.
4. A "browse" feature has been added to cost centre level drop down menu. This allows
Users to search or select any cost centre within their hierarchy.
5. In help function provides explanation of options on page.
6. Users can edit report by clicking on "edit" icon.
7. Users can schedule a report by selecting the "Request Report" icon.
8. To delete a report, users can select "Remove Report" icon.
9. To select report, click on report name.
10. Report will be displayed, in standard view mode. Users can select to view report in full screen mode.
11. To apply a filter in report, click on filter drop down menu and select appropriate option.
12. To view report in graph mode, select graph icon.
13. To download report, select download icon.
14. Select the format of the report and click ok.
Detail Reports
1. All default reports are listed underneath each report type. Users can click on report type name to expand or collapse list of reports.
2. Additional drop down menu titled "Hierarchy" allows users to alternate between different hierarchies.
3. The cost centre drop down menu allows user easy access to their cost cente level.
4. A "browse" feature has been added to cost centre level drop down menu. This allows
Users to search or select any cost centre within their hierarchy.
5. In help function provides explanation of options on page.
6. Users can edit report by clicking on "edit" icon.
7. Users can schedule a report by selecting the "Request Report" icon.
8. To delete a report, users can select "Remove Report" icon.
9. To select report, click on report name.
10. Report will be displayed, in standard view mode. A plus sign will allow users to display
relevant charges associated to item.
Alternatively, users can view report in full screen mode, which will display all fields.
11. To apply a filter in report, click on filter drop down menu and select appropriate option.
12. To download report, select download icon.
13. Select the format of the report and click ok.
