{"id":735,"date":"2017-09-29T08:50:11","date_gmt":"2017-09-29T08:50:11","guid":{"rendered":"http:\/\/www.clubtreasurer.com\/blog\/?page_id=735"},"modified":"2023-09-26T20:36:19","modified_gmt":"2023-09-26T19:36:19","slug":"report-actions-menu-advance-feature","status":"publish","type":"page","link":"https:\/\/clubtreasurer.com\/blog\/report-actions-menu-advance-feature\/","title":{"rendered":"Report Actions Button"},"content":{"rendered":"\n<p><strong>The Actions button menu appears on some Clubtreasurer report and list pages. It contains advanced functions and submenus for customising and saving different views of your data.<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img data-opt-id=1866442884  fetchpriority=\"high\" decoding=\"async\" width=\"613\" height=\"294\" src=\"https:\/\/mlhl62ah7s0d.i.optimole.com\/cb:9dk8.241e5\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/clubtreasurer.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-26-at-20.25.58.png\" alt=\"\" class=\"wp-image-2703\" srcset=\"https:\/\/mlhl62ah7s0d.i.optimole.com\/cb:9dk8.241e5\/w:613\/h:294\/q:mauto\/f:best\/https:\/\/clubtreasurer.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-26-at-20.25.58.png 613w, https:\/\/mlhl62ah7s0d.i.optimole.com\/cb:9dk8.241e5\/w:300\/h:144\/q:mauto\/f:best\/https:\/\/clubtreasurer.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-26-at-20.25.58.png 300w\" sizes=\"(max-width: 613px) 100vw, 613px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>Columns<br><\/strong>You can toggle which individual columns are shown or hidden in the report, in what order they appear, and specify their display width<\/p>\n\n\n\n<p><strong>Filter<\/strong><br>Allows you to filter data in the report<\/p>\n\n\n\n<p><strong>Data<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Sort<\/strong> Change the columns to sort on and determine whether to sort in ascending or descending order.<\/li>\n\n\n\n<li><strong>Aggregate<\/strong>&nbsp;Create column totals and other mathematical computations.<\/li>\n\n\n\n<li><strong>Flashback<\/strong> (not used)<\/li>\n\n\n\n<li><strong>Refresh<\/strong> Resets to report to most recent state since last &#8216;Save&#8217;<\/li>\n<\/ul>\n\n\n\n<p><strong>Format&nbsp;<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Highlight<\/strong> You can customize the display colors of a row, column, or individual cells of your report.<\/li>\n\n\n\n<li><strong>Control Break<\/strong> Allows you to pull columns of the report and display them as sub or &#8220;break&#8221; groups.<\/li>\n<\/ul>\n\n\n\n<p><strong>Chart<\/strong><br>Allows you to create a chart or graph from your report data by selecting a chart type and configuring the required fields.<\/p>\n\n\n\n<p><strong>Report<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Save<\/strong> Saves changes to the current Report view.<\/li>\n\n\n\n<li><strong>Save As<\/strong> Save a new view of your report.<\/li>\n\n\n\n<li><strong>Edit<\/strong> Allows you to rename your saved report view<\/li>\n\n\n\n<li><strong>Delete&nbsp;<\/strong>Deletes the current report view (Note you cannot delete Primary reports).<\/li>\n\n\n\n<li><strong>Reset&nbsp;<\/strong>Resets the current report view to the last saved state.<\/li>\n<\/ul>\n\n\n\n<p><strong>Download<\/strong><br>Download your report as a .csv or .html file<\/p>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Report Sections<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/clubtreasurer.maxapex.net\/blog\/?page_id=810\" data-type=\"page\" data-id=\"810\">Navigating the Reports Menu<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/clubtreasurer.maxapex.net\/blog\/?page_id=804\" data-type=\"page\" data-id=\"804\">Reporting Groups (Beta)<\/a><\/li>\n\n\n\n<li>Reports Actions Button<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>The Actions button menu appears on some Clubtreasurer report and list pages. It contains advanced functions and submenus for customising and saving different views of your data. ColumnsYou can toggle which individual columns are shown or hidden in the report, in what order they appear, and specify their display width FilterAllows you to filter data&hellip;&nbsp;<a href=\"https:\/\/clubtreasurer.com\/blog\/report-actions-menu-advance-feature\/\" rel=\"bookmark\">Read More &raquo;<span class=\"screen-reader-text\">Report Actions Button<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"neve_meta_sidebar":"","neve_meta_container":"","neve_meta_enable_content_width":"","neve_meta_content_width":0,"neve_meta_title_alignment":"","neve_meta_author_avatar":"","neve_post_elements_order":"","neve_meta_disable_header":"","neve_meta_disable_footer":"","neve_meta_disable_title":"","footnotes":""},"class_list":["post-735","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Report Actions Button - Clubtreasurer Community<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/clubtreasurer.com\/blog\/report-actions-menu-advance-feature\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Report Actions Button - Clubtreasurer Community\" \/>\n<meta property=\"og:description\" content=\"The Actions button menu appears on some Clubtreasurer report and list pages. It contains advanced functions and submenus for customising and saving different views of your data. ColumnsYou can toggle which individual columns are shown or hidden in the report, in what order they appear, and specify their display width FilterAllows you to filter data&hellip;&nbsp;Read More &raquo;Report Actions Button\" \/>\n<meta property=\"og:url\" content=\"https:\/\/clubtreasurer.com\/blog\/report-actions-menu-advance-feature\/\" \/>\n<meta property=\"og:site_name\" content=\"Clubtreasurer Community\" \/>\n<meta property=\"article:modified_time\" content=\"2023-09-26T19:36:19+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/mlhl62ah7s0d.i.optimole.com\/cb:9dk8.241e5\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/clubtreasurer.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-26-at-20.25.58.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/clubtreasurer.com\\\/blog\\\/report-actions-menu-advance-feature\\\/\",\"url\":\"https:\\\/\\\/clubtreasurer.com\\\/blog\\\/report-actions-menu-advance-feature\\\/\",\"name\":\"Report Actions Button - Clubtreasurer Community\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/clubtreasurer.com\\\/blog\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/clubtreasurer.com\\\/blog\\\/report-actions-menu-advance-feature\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/clubtreasurer.com\\\/blog\\\/report-actions-menu-advance-feature\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\/\\/clubtreasurer.com\\/blog\\/wp-content\\/uploads\\/2023\\/09\\/Screenshot-2023-09-26-at-20.25.58.png\",\"datePublished\":\"2017-09-29T08:50:11+00:00\",\"dateModified\":\"2023-09-26T19:36:19+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/clubtreasurer.com\\\/blog\\\/report-actions-menu-advance-feature\\\/#breadcrumb\"},\"inLanguage\":\"en-GB\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/clubtreasurer.com\\\/blog\\\/report-actions-menu-advance-feature\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\\\/\\\/clubtreasurer.com\\\/blog\\\/report-actions-menu-advance-feature\\\/#primaryimage\",\"url\":\"https:\\/\\/clubtreasurer.com\\/blog\\/wp-content\\/uploads\\/2023\\/09\\/Screenshot-2023-09-26-at-20.25.58.png\",\"contentUrl\":\"https:\\/\\/clubtreasurer.com\\/blog\\/wp-content\\/uploads\\/2023\\/09\\/Screenshot-2023-09-26-at-20.25.58.png\",\"width\":613,\"height\":294},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/clubtreasurer.com\\\/blog\\\/report-actions-menu-advance-feature\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/clubtreasurer.com\\\/blog\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Report Actions Button\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/clubtreasurer.com\\\/blog\\\/#website\",\"url\":\"https:\\\/\\\/clubtreasurer.com\\\/blog\\\/\",\"name\":\"Clubtreasurer Community\",\"description\":\"Clubtreasurer Documentation and Member Community Forum\",\"publisher\":{\"@id\":\"https:\\\/\\\/clubtreasurer.com\\\/blog\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/clubtreasurer.com\\\/blog\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-GB\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/clubtreasurer.com\\\/blog\\\/#organization\",\"name\":\"Clubtreasurer\",\"url\":\"https:\\\/\\\/clubtreasurer.com\\\/blog\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\\\/\\\/clubtreasurer.com\\\/blog\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\/\\/clubtreasurer.com\\/blog\\/wp-content\\/uploads\\/2021\\/02\\/clubtreasurer-small-300x53-1.png\",\"contentUrl\":\"https:\\/\\/clubtreasurer.com\\/blog\\/wp-content\\/uploads\\/2021\\/02\\/clubtreasurer-small-300x53-1.png\",\"width\":300,\"height\":53,\"caption\":\"Clubtreasurer\"},\"image\":{\"@id\":\"https:\\\/\\\/clubtreasurer.com\\\/blog\\\/#\\\/schema\\\/logo\\\/image\\\/\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Report Actions Button - Clubtreasurer Community","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/clubtreasurer.com\/blog\/report-actions-menu-advance-feature\/","og_locale":"en_GB","og_type":"article","og_title":"Report Actions Button - Clubtreasurer Community","og_description":"The Actions button menu appears on some Clubtreasurer report and list pages. It contains advanced functions and submenus for customising and saving different views of your data. ColumnsYou can toggle which individual columns are shown or hidden in the report, in what order they appear, and specify their display width FilterAllows you to filter data&hellip;&nbsp;Read More &raquo;Report Actions Button","og_url":"https:\/\/clubtreasurer.com\/blog\/report-actions-menu-advance-feature\/","og_site_name":"Clubtreasurer Community","article_modified_time":"2023-09-26T19:36:19+00:00","og_image":[{"url":"https:\/\/mlhl62ah7s0d.i.optimole.com\/cb:9dk8.241e5\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/clubtreasurer.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-26-at-20.25.58.png","type":"","width":"","height":""}],"twitter_card":"summary_large_image","twitter_misc":{"Estimated reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/clubtreasurer.com\/blog\/report-actions-menu-advance-feature\/","url":"https:\/\/clubtreasurer.com\/blog\/report-actions-menu-advance-feature\/","name":"Report Actions Button - Clubtreasurer Community","isPartOf":{"@id":"https:\/\/clubtreasurer.com\/blog\/#website"},"primaryImageOfPage":{"@id":"https:\/\/clubtreasurer.com\/blog\/report-actions-menu-advance-feature\/#primaryimage"},"image":{"@id":"https:\/\/clubtreasurer.com\/blog\/report-actions-menu-advance-feature\/#primaryimage"},"thumbnailUrl":"https:\/\/mlhl62ah7s0d.i.optimole.com\/cb:9dk8.241e5\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/clubtreasurer.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-26-at-20.25.58.png","datePublished":"2017-09-29T08:50:11+00:00","dateModified":"2023-09-26T19:36:19+00:00","breadcrumb":{"@id":"https:\/\/clubtreasurer.com\/blog\/report-actions-menu-advance-feature\/#breadcrumb"},"inLanguage":"en-GB","potentialAction":[{"@type":"ReadAction","target":["https:\/\/clubtreasurer.com\/blog\/report-actions-menu-advance-feature\/"]}]},{"@type":"ImageObject","inLanguage":"en-GB","@id":"https:\/\/clubtreasurer.com\/blog\/report-actions-menu-advance-feature\/#primaryimage","url":"https:\/\/mlhl62ah7s0d.i.optimole.com\/cb:9dk8.241e5\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/clubtreasurer.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-26-at-20.25.58.png","contentUrl":"https:\/\/mlhl62ah7s0d.i.optimole.com\/cb:9dk8.241e5\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/clubtreasurer.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-26-at-20.25.58.png","width":613,"height":294},{"@type":"BreadcrumbList","@id":"https:\/\/clubtreasurer.com\/blog\/report-actions-menu-advance-feature\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/clubtreasurer.com\/blog\/"},{"@type":"ListItem","position":2,"name":"Report Actions Button"}]},{"@type":"WebSite","@id":"https:\/\/clubtreasurer.com\/blog\/#website","url":"https:\/\/clubtreasurer.com\/blog\/","name":"Clubtreasurer Community","description":"Clubtreasurer Documentation and Member Community Forum","publisher":{"@id":"https:\/\/clubtreasurer.com\/blog\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/clubtreasurer.com\/blog\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-GB"},{"@type":"Organization","@id":"https:\/\/clubtreasurer.com\/blog\/#organization","name":"Clubtreasurer","url":"https:\/\/clubtreasurer.com\/blog\/","logo":{"@type":"ImageObject","inLanguage":"en-GB","@id":"https:\/\/clubtreasurer.com\/blog\/#\/schema\/logo\/image\/","url":"https:\/\/mlhl62ah7s0d.i.optimole.com\/cb:9dk8.241e5\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/clubtreasurer.com\/blog\/wp-content\/uploads\/2021\/02\/clubtreasurer-small-300x53-1.png","contentUrl":"https:\/\/mlhl62ah7s0d.i.optimole.com\/cb:9dk8.241e5\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/clubtreasurer.com\/blog\/wp-content\/uploads\/2021\/02\/clubtreasurer-small-300x53-1.png","width":300,"height":53,"caption":"Clubtreasurer"},"image":{"@id":"https:\/\/clubtreasurer.com\/blog\/#\/schema\/logo\/image\/"}}]}},"_links":{"self":[{"href":"https:\/\/clubtreasurer.com\/blog\/wp-json\/wp\/v2\/pages\/735","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/clubtreasurer.com\/blog\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/clubtreasurer.com\/blog\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/clubtreasurer.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/clubtreasurer.com\/blog\/wp-json\/wp\/v2\/comments?post=735"}],"version-history":[{"count":3,"href":"https:\/\/clubtreasurer.com\/blog\/wp-json\/wp\/v2\/pages\/735\/revisions"}],"predecessor-version":[{"id":2706,"href":"https:\/\/clubtreasurer.com\/blog\/wp-json\/wp\/v2\/pages\/735\/revisions\/2706"}],"wp:attachment":[{"href":"https:\/\/clubtreasurer.com\/blog\/wp-json\/wp\/v2\/media?parent=735"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}