How to Customize, Filter and Sort the Register

Summary

Registers in DecipherRisk provide a centralized way to capture and manage records across each module. Each register supports customizable views, allowing users to sort, filter, search, and reorder columns. Reports can be easily generated in CSV or DOCX formats based on key fields such as owner, status, or due date.

Using the Register

The register can be customized by selecting and reordering columns. It also supports flexible sorting, filtering, searching and reporting — allowing users to generate CSV or DOCX reports based on one or more fields (e.g., owner, due date).

To Customize the Register View:

1. Go to the Search Bar.
2. Click the blue settings icon on the right.
3. Check the boxes next to the columns to display.
4. To reorder columns, click and drag the arrows next to each selected column.
5. Click Apply to save your changes.

To Filter the Register:

1. Go to the Search Bar.
2. Click the blue filter icon on the left.
3. Add/select the information to filter on.
4. Click Apply to save your changes.

To Sort the Register:

1. Go to the column to apply the sort.
2. Click the up or down arrow.

To Export a Report:

See article:  How to Export a Register Report