Log Views and Log Reporting

Most applications have one or more log views. There is a built-in standard default view for each application that includes all the application records and the most common fields for that application. Users can create custom views for themselves or for everyone in their domain. Custom views can include different fields and be filtered. Reports from a log view can be printed or downloaded.

TABLE OF CONTENTS

• Select a log view
• Create or edit a log view
• Apply a quick filter
• Generate a report from a log view

Select a log view

In the application, click on the log view icon  to ensure that you are in a log view.

To select a different view, click on the current view name.  A list of available views will open.  Select the desired view.

Create or edit a log view

To modify an existing view or create a new one, select Manage Views and complete the following steps:

1. Ensure that you are in the correct project or partition.
2. Select the view you want to edit from the list of views on the left.  System views cannot be edited, but you can create a new view from an existing one by selecting it and clicking Save As.  After clicking Save As, enter a name for the view and click Save.  Select who should have access to the view, Everyone or Just Me. Views set to Just Me will be indicated by a Privacy icon . Once saved, you can continue to edit the view.
   
   Note that Domain Administrators can select Show views private to users. Views that other users have created will appear on the selection list with their username. The private views can be reviewed and edited by the Domain Administrator.
   
3. Navigate through each of the tabs to modify the view settings.
   
4. On the Column tab, select which fields should appear in the view. Use drag and drop or the arrow icons on the right to modify the display order.

   

5. On the Sort tab, select the fields to sort by and in what order. You can sort by multiple fields.

   

6. On the Scope tab, select the appropriate visibility.  The view can be made visible to Everyone or Just Me.  Select Locked to prevent others from modifying this view.
7. On the Indicator tab, set up indicators to flag records that meet certain criteria. For example, records where the due date is past can be marked by a red color. Select the Color of the indicator and set the filter used to apply the indicator. The indicator appears as a bar on the left side of the record in the log view.
   
8. Set up filters for the view on the Filters tab.  For example, you can have a list of overdue and due today RFIs by filtering for RFIs with due dates before tomorrow's date ("Due Date" "Before" "Current Date/Offset" "Day" "1") and the Date Responded field is empty. 

   

9. On the Grouping tab, select one or more fields to group records by.
10. Once the view settings are complete, click Save and Done. The view will now be available for you or others to use, depending on your selection on the Scope tab.

Apply a quick filter

Some log views include a quick filter option.  You can use quick filters to further refine your log view.  To apply a quick filter, complete the following steps:

1. Click the filter icon  in the header of the log view.
   
2. Select the field or fields you want to filter by and the values to include in the filter.  
   
3. The log view will be filtered by the values you select, and those values will appear in log view header.  Note that this filter is applied to the currently selected log view.  For example, if your current log view excludes drawings that are "Submitted to QA", you cannot use the quick filter to include them.  You would need to change the log view to one that includes those drawings. 
4. To remove a quick filter, click the X next to the value in the log view header.  If you switch log views, the quick filters will be removed.
   

Generate a report from a log view

Any log view can be viewed in a report format.  To generate a report from a log view, select the report  icon.  Note that the sort order applied to the log view will be applied to the report.

From the report view, you have several options for viewing or saving the report.

• To open the report in PDF format or to download the report in CSV or XLSX from this view, click the Download  icon.
• To send the report to another Kahua user or group of Kahua users, click the Send  icon.
• To save the report in Kahua, select the Save to Kahua  icon.