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Users can generate a report from any of the grids using the Report 
icon . The report automatically includes all columns on your grid and pulls data from what you have entered on the filter row. For example, the screenshot below, you can generate a quick report of active 1099 vendors containing a YTD amount of $600 or higher. After selecting your report options, click on 
to generate the report. If you want to save the report for future use, enter a report name in the 
box and click on 
. Your saved report will be automatically added to the Report Manager grid.
More
The More 
icon will show a list of additional columns that can be added to the grid. Columns can be selected to be added to the grid by checking the associated box. To remove a column from the grid, uncheck the associated box. The page will refresh when the 'More' option is closed to add/remove the selected columns. If no changes are made to the Column Selection, then the page will not automatically refresh when the 'More' option is closed.
It is recommended to make changes to the grid prior to sorting or filtering the grid since the filters will be removed when the page refreshes. 
On grid pages with multiple tabs (Accounts), the page will revert to the first tab after the refresh.
Reset
The Reset 
icon will reverse any changes the user has made to the grid (columns added/removed) and will revert the grid columns to default.
Advanced Query
An advanced query function is available by clicking on the Magnifying glass at the top right of the grid as shown below.
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Advanced Query/Search Video
Grid Video
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