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Account management for SurePrep customers

Custom Column Filters (Column Setup)

You can create customized billing reports according to your personal preferences. This feature is only available on the
Account Usage History
 and
Unbilled & In Preparation Binders
 screens.
The
Column Setup
 feature lets you to:
  • Filter the table to show the wanted columns.
  • Create/save multiple filter templates to generate different billing reports.
  • Export filtered columns to Excel.
 
Filter Columns
On
Column Setup
, select the picklist  icon to view the dropdown menu.
Select the checkbox to view the selected columns. Clear the checkbox to remove the columns. Once you select the columns, select
Save
 then select
Details
 to update the table.
To restore the columns back to default, select
Clear All
 then select
Save
. Select
Details
 to reload the table.
Customize Column Setup (Saved column filters)
You can save filter templates that let you switch between different column sets. Saving filters will let you generate different billing reports without having to select/clear columns each time.
To create a custom column filter template, select
Customize Column Setup.
On the
Customize Column Setup
 window, enter a filter name that will help you identify the filter. Select/clear columns checkboxes to show/hide columns then select
Save
.
Tip: You can follow the same steps again to add multiple filters.
 You will see the new filter appear on the upper left corner next to
Custom Column Filter
. 
To modify the filter columns, select the
Edit
 icon.
To delete the filter, select the
Delete
 icon.
To apply the filter selection, select the filter name, then select 
Details
 to view columns associated with that filter.
When the column filter is enabled,
Export to Excel
 will only export columns that are currently selected by the filter. You can select the filter name to select/clear the filter, then select
Export to Excel
 to export the report.

This article applies to:

  • Product: SurePrep