How do I change my view preferences (regular v. advanced)?

The regular view allows you to see everything including headings, titles, and tabs. You have to scroll up and down the page to see Recent Transactions and Collection Aid. Regular view is the default view.

 

The advanced view condenses the screen so that you see less (e.g., heading and tabs). All options for navigation in the advanced view will be on the left-hand side and make it easier to navigate, rather than scrolling down to view the collection aides.

 

a. In the upper right hand corner, click your name.

How do I run a report?

a. Before running a report make sure all the necessary data has been entered into the Collect tab.

b. Drop down boxes will appear, select from the various drop down menus to generate your report.

    i. Click on the Report Tab.

   ii. Click on the Report Drop down box and select the report you wish to run.

  iii. Enter the starting and ending dates you wish to run the report for.

  iv. The next drop down box is for your Slug_ID. This should be self-generated.

What does a Bookmark do and how do I create one?

A Bookmark works as a place holder. For example, if you do a lot of collecting within several different markets, you could create a bookmark that would allow you to easily toggle back and forth between those markets.

a. In the upper right hand corner, click your name.

b. A drop down menu will appear. Click My Profile.

c. Click My Bookmarks.

d. Click the yellow Add New Bookmark box.

e. Enter the Name, Description, Market Type, and Market.

f. Click the yellow Save box located in the bottom right hand corner.