How to Export Data

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Many list pages allow users to export data to excel format. Caution: exporting data will push this data onto your computer. Please ensure you are always compliant with HIPAA regulations […]

How to Sort the Columns

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Columns display the data associated with the filters. When viewing the data users are able to sort by the column. Users can click on the column header to sort by […]

How to Save Filters and/or Create Favorites

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Step by step video guide here: Filters assist you with locating the data that is relevant to the user; filters will vary by list page. Some list pages have multiple […]