To narrow your search results, you can search by the Create date or Next action date option.
- Open the Management Plan Reporting template.
- To add a report filter, select a filter option from the left pane. You can select from the following filter options:
- Category
- Plan name
- Status
- Provider
- Location
The filters for the selected filter option appear in the left column.
- To add a filter to the right column, do one of the following:
- Select an item in the left column and use the arrows between the grids to move the item to the right column. You can add one or more filters at a time.
- Select the Add on row select check box and then select one or more filters in the left column to automatically move them to the right column.
- To remove filters from the right column, do one of the following:
- Select an item in the right column and use the arrows between the two grids to move to the left column. You can remove one or more filters at a time.
- Select the Remove on row select check box and then select one or more filters in the right column to automatically move them to the left column.
- Select Clear all.
- Select Search.
The records that meet the configured criteria appear in the Report Data grid. The last configured filters and results are not cleared until you search for a new report.
