Users are now able to select which columns they wish to view in both the portal queues (on the left-hand side navigation) as well as in reporting (behind Gear -> Reporting -> Orders Reporting). This customization ability can help users more easily segment which files they wish to see on the screen in the portal and additionally in the export from orders reporting.
Selecting Columns in Portal Queues
Let's take a look at how to customize the columns you view in the portal. Log in to the portal and navigate to one of the queues in the left-hand column:
I'll select Partially Complete for this example.
Click on the gear icon next to your company name:
The Edit Columns Layout pop-up will then display:
From here you can select and de-select most of the columns on this page (some columns cannot be de-selected - such as Name or File #) or you can click the box next to Select All and all available columns will be selected.
For this example, I'll select all available columns by clicking Select All and then clicking Save:
Because I selected all columns, there is now too much data to be shown on the screen in one view. Now I can see a horizontal scroll bar at the bottom of the page. Clicking on the bar and holding to drag left or right allows me to see the other columns of information I selected:
Selecting Columns in Orders Reporting
Another area of the portal where you can customize the columns you view is in Orders Reporting. To access this area, you will click on the gear icon in the top right-hand corner of the screen:
Then click on Reporting, ensure Orders Reporting is selected, and then click Edit Layout:
This will then open the Edit Columns Layout:
From here you can select and de-select most of the columns on this page (some columns cannot be de-selected - such as Name or File #) or you can click the box next to Select All and all available columns will be selected.
For this example, I'll select all available columns by clicking Select All and then clicking Save:
Because I selected all columns, there is now too much data to be shown on the screen in one view. Now I can see a horizontal scroll bar at the bottom of the page. Clicking on the bar and holding to drag left or right allows me to see the other columns of information I selected:
Additionally, if I click to Export CSV, the columns I selected to view are visible in my downloaded file:
The information and opinions expressed are for educational purposes only and are based
on current practice, industry related knowledge and business expertise. The information
provided shall not be construed as legal advice, express or implied.
If you have any further questions, or need a product enabled on your account,
please contact Verified First Client Services for assistance.
Call 844-709-2708 or email clientservices@verifiedfirst.com
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