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.
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.
Click on the Timeline Item that needs your attention.
Items will either drill through to a report or drill down to another section of the application in order to take the necessary actions.
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.
You can also click Refresh at the top of the timeline column to refresh the information displayed on the timeline.