Editing Columns

Another new functionality of Workflow Reports v2 is the ability to edit the Columns displayed in the report. To do so, click the pen icon in the top right corner.

This will take you to the Editing Screen:

Click the dropdown on the left to view and change the columns on the screen. The first three columns, “ID,” “Status,” and “Next Status,” are unable to be removed or reordered, shown by the lock icon to the left of each name.

The list on the left shows all possible columns, with the eye icon denoting whether the column currently appears in the table. The list on the right shows all columns currently in the table, where the order going downwards is equivalent to the order in the table as read from left to right. To reorder how the columns appear on the report, drag the column name to your desired place.

For example, to put Date Effective next to Date Received, drag the Date Effective column upwards:

Then, your table will update so that the Date Received and Date Effective columns are next to each other:

You can also show or hide a column using either the eye icon or the X button. For example, to show Deposit Date, click the eye icon:

This will cause the Deposit Date column to appear both in the list of columns and the table itself:

When you are finished selecting your columns, use the Save button. You can also use the “Default Columns” button to revert to the original table.

Once you have saved the columns, click “Exit edit mode” in the bottom left. This will return you to the original report.