How to Filter and Bookmark the Report


This video will teach you to filter and bookmark different search criterias.

  1. Select the "Content" tab on the left of your dashboard.
  2. Select "Worker Enrollments".
  3. To add a filter for the orientation name, click the carrot beside "Orientation" and choose a "Name".
  4. Make the filter "Insensitive".
  5. Type the project name you want the report to be sorted by.
  6. When your desired report appears, simply click the "Bookmark" icon.
  7. Follow the prompts to label your new report.
  8. To make any changes or delete a bookmark, click the "Three Dots" next to your bookmark.
  9. When changes are made to a bookmarked report, the bookmark icon will turn yellow. To save the changes you have made, click on the yellow bookmark icon. When the icon turns blue, the changes have been saved.