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Select the
button and in the second column under Issues and Support, select "Issue Monitor". The issue monitor provides a list of all Issue and Support cases, as well as a set of graphs that break out the cases by Status, Priority, and Resolution Performance. The bar graphs at the top of the window are interactive. Clicking on any bar(s), on one or all of the graphs, will select/unselect cases fitting that selection. This will allow you to quickly filter the case list by those criteria (filter with combinations is possible).Rearranging "Grid" Columns
When you hover over the column headers, notice the little drop-down arrow. Click on the little arrow and then select "Columns" to add more columns with more information. These columns are called grid (spreadsheet) columns. They will appear to the right of the Issue Monitor window. Depending on different instances, you may want to view certain columns or hide others. You can also rearrange the columns by dragging them left and right. Once you are satisfied with a certain order of columns, you can save the order by selecting the button and then selecting "Save As". Select "New" and fill out the pop-up window. Only check "Shared" if you want other users to be able to view this certain column order as well.
Sharing Saved Column Orders
If you would like to share specific saved column orders to certain contracts, select
and then select "Manage Configurations". The window should come up with a list of your saved column orders based on what you named them. Select which column order you would like to share in the window and then at the top either select "Share To All" (sharing to all contracts) or "Share To" (a specific contract). When you select "Share To", another window will pop up with a list of contracts, so please select the specific contract you would like to share the column order to.Rearranging Columns
Select
and then "Columns". A window should pop up with multiple choices of new columns for custom fields, case status transitions, activities, logs, etc.Export Issues
To export your issues, select
and choose which format you would like the export file to be in. CSV stands for common separated values, while excel is Microsoft Office Excel. After you select a file format, your browser will prompt you to either save or open the file, in which it will open in a zip file....
To create your own template file, select one of the original templates (CSV or Excel). When you open the file, you can change, add, delete, etc., the column headings to your liking. Once you are satisfied, save the file and add it back in IMMS. To do this, select and and then select "Add Template..." and fill the pop-up window out.
Only check off "Shared" if you want your template to be available to everyone in this instance.
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