Cayuse Outside Interests allows you to create, save and export an Outside Interests Summary Report. This default report can be found within the Reporting tab from your Outside Interests homepage.
Please Note: You will only be able to access data that you've been given permission to access. For questions about your account permissions, please contact your Administrator.
Accessing and Generating the Report
- From the Outside Interests home page, click on the Reporting tab.
- Click on Outside Interests Summary Report from the Saved Reports list.
- With the report open, click on the refresh button to pull in data.
- The data will populate in the report fields.
Report Dashboard
When the report is generated, default fields will automatically populate with data available from the fields in your disclosure form and in your specific environment. In addition to the default fields, you can add more fields using the Fields functionality (discussed below). We will also be adding additional fields in the future.
- First Name
- Middle Name
- Last Name
- Employee ID
- Username
- Unit
- Submission Date
- Disclosure Name
- Status
The default report view can be modified by accessing the following tools, located on the report dashboard:
- Sort
- Filter
- Export
- Grid
- Charts (Functionality coming soon)
- Format
- Options (Functionality coming soon)
- Fields
- Save
See below for an overview of each tool.
Sort
Columns can be sorted in ascending or descending order.
- Hover your mouse over the column name (ex: Email). An arrow will appear on the right-hand side of the column.
- Click on the arrow up or down arrow to sort in ascending or descending order.
Your sorted data will appear in the order selected.
Filter
Select specific data to view within columns.
- Click the small settings wheel located to the left of the column name.
- Check one or more boxes for the desired filters, then click Apply.
Your report will now display only results matching your filter.
Export
Export your report data to various formats (print, HTML, CSV, Excel, Image, PDF) for saving or sharing.
- Hover your mouse over the Export button. Select the desired export format. The file will download to your device.
Grid
Click on Grid to return to the original column view. The Grid button will be more useful once we add other views to the page in the future.
Format
Format cells or apply conditional formatting in specific columns.
Format Cells
- Hover your mouse over the Format button. Select Format Cells.
- Select the name of the column you want to format.
- Update the formatting. Click Apply.
The column will be displayed using the updated format settings.
Conditional Formatting
Conditional formatting allows you to change the appearance of cells on the basis of conditions that you specify.
- Hover your mouse over the Format button. Select Conditional Formatting.
- Click Add Condition.
- Specify the conditions you want to apply. Click on Apply. To add more conditions, click on the plus sign.
The columns specified will update to display the selected conditional formatting.
Fields
Choose from all form objects that exist to select and arrange columns within your report.
- Click on the Fields button.
- You will see a comprehensive list of all fields. Check any boxes that you want displayed in your report. Uncheck any boxes you wish to remove from your report. Click Apply.
- Drag the button to the right of the column name (the three lines) to the preferred location within the report. Click Apply.
Your rearranged and updated columns will now be displayed.
Save
Once you have modified your report, you need to save it to the Saved Reports list.
- Click on the Save button.
- Enter a name for the report and click Save.
