WEBVTT 1 00:00:00.000 --> 00:00:03.180 To add the PurCard not finished pivot grid 2 00:00:03.180 --> 00:00:04.770 to your homepage, 3 00:00:04.770 --> 00:00:07.983 choose the homepage you would like to add the pivot grid to. 4 00:00:10.980 --> 00:00:15.393 Then choose your homepage actions and personalized homepage. 5 00:00:17.250 --> 00:00:22.250 On the personalized homepage, click "add tile," 6 00:00:22.260 --> 00:00:25.920 and in the search, type "PurCard." 7 00:00:25.920 --> 00:00:29.010 Click the arrow to search or hit "enter," 8 00:00:29.010 --> 00:00:32.037 and then choose "PurCard's not finished." 9 00:00:33.390 --> 00:00:36.450 Confirm that the tile has been added to your homepage. 10 00:00:36.450 --> 00:00:37.737 Then click "save." 11 00:00:40.200 --> 00:00:42.060 Once the tile has loaded, 12 00:00:42.060 --> 00:00:45.720 you will see a bar chart with the number of PurCards 13 00:00:45.720 --> 00:00:48.573 still unposted for a specific date. 14 00:00:49.710 --> 00:00:51.450 When you click on the tile, 15 00:00:51.450 --> 00:00:52.800 you can use the prompts 16 00:00:52.800 --> 00:00:56.040 just like you use the query to narrow your results 17 00:00:56.040 --> 00:00:58.173 based on operating unit and department. 18 00:00:59.100 --> 00:01:01.530 If you need to choose multiple departments, 19 00:01:01.530 --> 00:01:06.090 you can use the filter options on the left hand side. 20 00:01:06.090 --> 00:01:07.770 You can also narrow your results 21 00:01:07.770 --> 00:01:10.173 down to specific PurCard journals. 22 00:01:11.970 --> 00:01:15.120 Once you've completed selecting your criteria, 23 00:01:15.120 --> 00:01:18.657 choose the settings icon, then click "save." 24 00:01:19.710 --> 00:01:20.730 This will preserve 25 00:01:20.730 --> 00:01:24.063 all of your filtered criteria on the tile. 26 00:01:26.610 --> 00:01:28.650 You can see now that the bar chart 27 00:01:28.650 --> 00:01:31.953 is specific to your filter settings on your homepage. 28 00:01:34.500 --> 00:01:36.570 When you have the pivot grid open, 29 00:01:36.570 --> 00:01:39.570 you can select the bar in the bar chart 30 00:01:39.570 --> 00:01:43.830 or the count in the grid to open up a pop-out window 31 00:01:43.830 --> 00:01:47.700 that has the query results of all of the PurCard journals 32 00:01:47.700 --> 00:01:48.693 that are unposted. 33 00:01:52.271 --> 00:01:54.750 You can select the hyperlink for the journal ID 34 00:01:54.750 --> 00:01:56.280 to open up a new window 35 00:01:56.280 --> 00:01:59.763 that takes you directly to the PurCard reallocation page. 36 00:02:00.750 --> 00:02:03.330 Once you've completed your reallocation, 37 00:02:03.330 --> 00:02:06.240 you can go back to the pivot grid window 38 00:02:06.240 --> 00:02:08.190 and work your way through your list 39 00:02:08.190 --> 00:02:11.463 of unposted PurCard journals.