...
Using this functionality we can filter by the fields that we want. Once the filter is done, you can click on "Search", "Cancel", "Export" (to download the data corresponding to the filter applied in excel format) and "Save" (save the filter applied for future searches).
Export
From the filtering screen, the user can export the data in XLS or CSV format depending on the selection made. A pop up will be shown where the desired option is marked
The system will export the data in the desired format taking into account the filters applied in each case. If no data selection is made in the filtering, all the data of the corresponding companies will be exported
Hide columns:
If we click on this icon, a drop-down appears where you can mark and unmark the columns that you want to be visible on the main screen.
...
You can also see which documents you have referred to
(payment/collection, retirement...) and which batches you have been through.
- Archive/Restore/Set as managed/Set as unmanaged:
- Archive: The record(s) will be archived and displayed in the Archived Record tile.
- Restore: The record(s) will be unarchived and will be shown again in the corresponding record tiles.
- Set as managed: The record(s) will be marked as managed. At this moment it disappears from the tile of records to be corrected.
Likewise, it will not be taken into account for the generation of alarms nor will it be included in the data statistics.
- Set as unmanaged: The record(s) will be deselected as managed. At this point it will be shown again in the tile of records to be corrected.
Also, it will be taken into account again for the generation of alarms and it will be contemplated again in the data statistics.