Filter Reports

1. About feature

The Filter Reports feature in VisionSync allows users to view specific data sets and narrow down their report results based on custom criteria. This feature is useful when analyzing large amounts of data and trying to find specific information quickly and easily.

2. Screen explanation

The “Report” screen contains the following elements.

a. Select Strategic Plan (Required): This field allows users to select the strategic plan against which they want to view data.

b. Select Organization Entity (Required): This field shows all the assigned organization entities for a strategic plan that you selected in the field before.

c. Select Review Period (Required): This field shows all the review periods based on the selected strategic plan timeframe and strategic plan review period frequency.

d. Columns Button: This shows all the columns for a strategic plan you selected. The list changes with the change in the strategic plan based on its association with the strategic framework. This button allows the user to enable and disable columns in the Report Table.

e. Filter Button: This button allows users to apply certain filters to narrow down report results according to selected criteria.

f. Report Table: This table displays the report results according to selected options and filters.

g. Export Button: This button allows the user to export the report results in excel or csv format.

3. How to perform this feature/functionality?

a. Log in to your VisionSync account using your credentials.

b. From the Left-Side Navigation Bar, select "Report".

c. The Report screen will open, displaying a table containing the report data and available filters.

d. Select the strategic plan, organization entity, and review period to view the report results.

e. To narrow down the results further, select the filters from the top you want to apply to the report. You can select multiple filters at once.

4. Expected Result

After applying filters to a report, the resulting data set will be displayed on the right-hand side of the Filter Reports screen. This data set will only show the records that match the selected criteria.