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Navigate 360: Utilizing V3 Reports from the Results Menu
How to utilize the tools with in the results menu after running a report in Navigate 360.
After you have reached the results of your report (Navigate 360: Building V3 Reports), you can take actions via the results bar at the top of the page
Icon |
Description |
Behavior |
|---|---|---|
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Search through results | Search by any of the present data to narrow results |
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Clear all sorts and filters | When selected, the sorts in the grid and the filters in the search results are cleared. Grid settings are not applied. |
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Export | When selected, the grid is exported into a CSV file. Grid settings (if any) are applied. More information below. |
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Load grid into pivot table | When selected, the grid loads into a pivot table. More information below. |
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View grid table | When selected, the grid search results display. |
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View column manager | When selected, you can adjust the column order by dragging or clicking each item up or down the list. Use the checkboxes to toggle column visibility. Use the caret symbol to move an item up or down the list by one position or move an item to the top or bottom of the list. Any changes will revert back to the default order when you exit this page. This replaces the Show/Hide Columns action from legacy reports. |
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View sort manager | When selected, you can create a multi-column sort. If the sort buttons are used on the table then the multi-column sort is reset and sorting occurs by only one column. Any changes will revert back to the default order when you exit this page. |
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View grid settings | When selected, you can configure how the grid renders and exports data. Any changes will revert back to the default order when you exit this page. |
Export
All reports can be exported, and are exported in CSV format, which allows the report to be open in any version of Excel. You can choose which columns you wish to be included in the report by utilizing the column manager tools.
Pivot Tables and Charts
Navigate 360 utilizes Flexmonster to create data visualizations and pivot tables from report data. The menus within the tables and charts area allows for filters and sorting to be applied. Charts and tables are not able to be exported at this time.