Working with Side Menu Views

Content

  • Introduction
  • Filtering
  • Excel Button
  • Groups
  • Expand/Collapse Data

Introduction

This article is meant to assist you in working with views found in the extendedReach Side Menu. extendedReach is organized in a manner that allows you to easily access comprehensive agency-wide data through the use of Side Menu “Views”. 

By viewing this agency-wide data in a variety of ways, agencies are able to report on various aspects of the organization, as well as make projections for future opportunities.

The following are general working terms, not specific to a particular worker.

If you have a question not addressed here, you can search at the bottom of this article in Related Articles or contact support at support@extendedreach.com. 

Filtering

If your agency consists of programs and/or organizations you can filter views only relating to (a) particular program(s) or organization(s). Use the drop-down menu located on the left side of the screen to select the program or organization you want to view. 

Image: “Working with Side Menu Views: Filter Branches”

Excel Button

To export data from a particular view, to a Microsoft Excel spreadsheet, click on the “Excel” button at the top of a data screen.

Image: “Working with Side Menu Views: Excel”

The data will download to your desktop and you will be prompted to open the file.

Image: “Working with Side Menu Views: Open Excel File”

Groups

Group data in a variety of ways. Click on the “Group” button within a section and select from the drop-down menu which type of group you want.

Image: “Working with Side Menu Views: Group”

Expand/Collapse Data

Expand items by clicking on the plus (+) sign. Collapse items by clicking on the negative (-) sign. 

To expand everything at once, click on the “Expand All” button at the top of the screen.

Image: “Working with Side Menu Views: Expand/Collapse”

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