Managing reporting views

You can manage how UDR Reporting data is displayed by switching between available views and setting a preferred default view.

Switching between views

  1. Open the EDI Conversions page.

  2. Click the report views dropdown at the top of the table.
    → The list of available views is displayed.

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  1. Select the desired view:

    • Under Main Views, choose Basic View.

    • Under Custom Views, select a saved custom view.

Setting a view as default

By default, Basic View loads each time you open EDI Conversions reporting. To load your preferred view automatically, set it as the default.

You can set a view as default in several ways:

  • When creating a new view
    Activate the Set as default option in the Save View dialog.

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  • From the view list (dropdown)
    Click the flag icon next to the view name. The flag turns orange to indicate it is the default.

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  • When updating a custom view
    Click the flag icon while editing the view in the Manage Custom Views dialog. The flag turns orange to confirm it has been set as default.

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