CUSTOMISE REPORT
Make quick changes to an existing Report to generate a new version without the need to start from scratch.
1. Open a Report you wish to amend.
NOTE: You can also use the Global Search bar to search for a particular report. Refer to the “Lumary Overview” user guide on how to search.
2. Click the filter icon to open the filter side panel.
3. Click on a filter option you wish to change.
4. Select the relevant criteria.
NOTE: Each report has a different filter option and corresponding filter criteria.
5. Click Done.
6. Click Apply.
7. Click the drop down arrow on the top right.
8. Select Save (will overwrite) or Save As to save as a new version.
You have created your own version of this report.