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Sort and Filter functionality in the reports screen

Request Demo

We would like the functionality of the 'Reports' section improved. The Process Status, Process Activity, and Certification Responses screens need to have sort and filter options added to the columns. Currently the only options available are to move, show, or hide columns and that too only in the Process Status screen. If we have the option to sort/filter these fields, it would be greatly beneficial for the reviewer/owner to study the responses quickly.

For example, in the Process Activity screen, if we are able to sort/filter by 'Activity', we can immediately learn which letters have been returned, how many times they were returned, completed actions, reminders sent, etc. In the Certification Responses screen, if we could sort by the action title or filter by the Exception/Alerts, we can pinpoint the letters that need to be reviewed for exceptions and also see the explanations there too.

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Comments

5 comments

Date Votes
  • Courtnie Carver

    Hello Naren, 

    Maurice sent this request into us on your behalf so we have already set up a ticket for you and you should have already received an email from us! You will be updated on any progress/updates that we get from our Support team while they consider this feature for future implementation. 

    Please let us know if you have any questions. As always, others are welcome to upvote this idea as well!

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  • Kirk Chilton

    Hi Courtnie,

    I'll second this request as the rigidity of not being able to delete cancelled processes makes the status report screen very messy, so the ability to filter out cancelled (and even completed) processes will help focus on those which are only outstanding.

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  • Courtnie Carver

    Thank you for your vote, Kirk. We will add you to the list and keep you updated!

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  • Kasey Rhodes

    We need to be able to filter/sort letters with exceptions, as well. We send to over 400 people and it would be nice to have one section of exception responses that need to be reviewed similar to the old certifications. 

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  • Wendy Pelkey

    I'm boggled by the fact there is no 'search' or 'sort' functionality. I just sent over 800 certs and to find a specific employee is maddening. At the very least there should be sort capability on 'status' and 'assigned to'.  Also it is alphabetical for 'assigned to' within the window but not for the entire certification process, I literally have to just keep scrolling and scrolling and scrolling...I cant believe we are paying for this product!

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