Table Format

The table format displays a Performance report with Assignee Role, On Time, Critical, Late, and Total columns.

  • To view the table format, select Reports in the left pane and select Performance. Select .

  • Filtering
    • Select options for filters in the Filter Types pane. Select Filter Types for Help information.

    • Select an option in the Split By list to filter the report by assignee and role. Select an option in the Show list to filter by hours and tasks.

  • Sorting: Sort the table in ascending or descending order by selecting a column heading.

  • Downloading: Select to download the table as an Excel spreadsheet. Select Save to download the report to the Downloads folder. Select Save As to specify a location and name for the file.

  • Reloading: Select to update the table with current information.
Note:
  • Select the arrow next to a category to display or hide line items.

  • Select a line item to open the task for review or editing.