Pro Tips to Use The Software Better

Use Keyboard Shortcuts

Control-Shift-F to Search: Quickly search items from any page with this search shortcut, or click the search icon in the upper right corner of every page.

Use Date Shortcuts in Date Fields: In any date field, type “d”, “m”, “q”, and “y” to move back 1 day/month/quarter/year. Hold shift at the same time for D/M/Q/Y to move forward 1 date/month/quarter/year quickly.

 

Export Data to Analyze Further

Export data to Spreadsheets: On nearly every page, in the upper right is an export button to quickly download the reports into a spreadsheet.

Hold Control and select cells to copy-paste: In tables, hold control and highlight over cells to select them in a table format. You can copy (control c) and paste (control v) into another tool like a spreadsheet for quicker small analysis.

Other Tips

Hold Control in Banking to Select Multiple Options: To select multiple options in banking, click the check box, scroll down to the last entry, and while holding control click it to highlight all the items in the middle.

Explore the Audit Report for changes: See changes made to every items in the audit report so you never loose any data.

Scroll to Top