Presenter: To add the PurCard not finished pivot grid
to your homepage,
choose the homepage you would like to add the pivot grid to.
Then choose your homepage actions and personalized homepage.
On the personalized homepage, click "add tile,"
and in the search, type "PurCard."
Click the arrow to search or hit "enter,"
and then choose "PurCard's not finished."
Confirm that the tile has been added to your homepage.
Then click "save."
Once the tile has loaded,
you will see a bar chart with the number of PurCards
still unposted for a specific date.
When you click on the tile,
you can use the prompts
just like you use the query to narrow your results
based on operating unit and department.
If you need to choose multiple departments,
you can use the filter options on the left hand side.
You can also narrow your results
down to specific PurCard journals.
Once you've completed selecting your criteria,
choose the settings icon, then click "save."
This will preserve
all of your filtered criteria on the tile.
You can see now that the bar chart
is specific to your filter settings on your homepage.
When you have the pivot grid open,
you can select the bar in the bar chart
or the count in the grid to open up a pop-out window
that has the query results of all of the PurCard journals
that are unposted.
You can select the hyperlink for the journal ID
to open up a new window
that takes you directly to the PurCard reallocation page.
Once you've completed your reallocation,
you can go back to the pivot grid window
and work your way through your list
of unposted PurCard journals.