How To: Remove a Transaction from the Pending Summary and Pending Release Dashboard and Report

How To: Remove a Transaction from the Pending Summary and Pending Release Dashboard and Report

Users have the ability to remove transactions from the Pending Summary and Pending Release dashboards, which will also remove that transaction from the Pending Summary and Pending Release reports. This function is different than the "REMOVE" function, which simply moves a transaction to the "REMOVED" dashboard but does not remove it from any of the reports. 

Choose the appropriate selection from the Current Display filter on the main shipments dashboard: 



In this example we have chosen Pending Summary, but the behavior is the same for Pending Release:


Find the transaction you wish to remove from the Pending Summary Dashboard and Pending Summary report. Hover over the rows menu icon to open the row menu:



Use the "HIDE" menu option to remove this transaction from the Pending Summary Dashboard and Pending Summary report. (NOTE: This option is different from the REMOVE option, which would move the transaction to the REMOVED Dashboard, but would not remove it from the reports):


Select "OK" on the prompt to complete the action:


The entire transaction will now be removed from the Pending Summary dashboard and report but will still appear on the LIVE UPDATES dashboard. You can use the REMOVE function from the LIVE UPDATES dashboard if you wish to now remove the transaction to the REMOVED dashboard. 

NOTE: If user has already used the Removed function to remove the transaction from the Pending Summary dashboard or Pending Release dashboard, they will need to find the transaction in the REMOVED Dashboard and restore the transaction before they can follow the steps to HIDE it appropriately. 

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