Using your Timeline

You can perform specific functions in each timeline option, from running and opening a report in real-time, to quickly opening current and past due items.

  1. Select Home > Welcome.   

     Depending on your timeline customization, the Timeline items will be available under one of the following options:

    • Today: Current reports and items that need your attention and are due today or this week.

    • Last Week: Items or reports from the previous week that need your attention.

    • Last Month: Items or reports from the previous month that need your attention.

    • Last Quarter: Items from the previous quarter (90 days +)  that need your attention.

  2. Click on the Timeline Item that needs your attention.

  3. Items will either drill through to a report or drill down to another section of the application in order to take the necessary actions.

  4. The items in the timeline will show one of 3 possible statuses: 

    •   : This icon represents a timeline item with all records for that item up to date.

    •  : This icon represents a timeline item that you have not opened yet.  

    •  : This icon represents a timeline item you have previously opened.

  5. You can also click  Refresh at the top of the timeline column to refresh the information displayed on the timeline.