Throughout the Managely application, wherever a page is displayed with a grid of data, most of the time, there are tools available for managing the records displayed. Not every page with a grid has all of the tools available. Each of these tools is explained below.
Export to Excel
If you are viewing a page of all active or inactive records, clicking on the Export to Excel button will create an Excel file with a listing of the records currently shown in the grid. In a few seconds, the export file will appear on the task bar. Double-click on the file to open.
Column Grouping
For grid pages where there is a banner row titled “Drag a column header and drop it here to group by that column”, users are able to group the data displayed in the grid by one or multiple columns.
To group the data, hold the left-mouse button down on the column you want to group by, and then drag up into the grouping bar and release the mouse.
To un-group the records, click the “X” button on the field that was dragged into the grouping area.
Invoices Grouped by Customer.
Filter by Show All
If a toggle button is shown above the column header row “Show All”, clicking the toggle button will display more records.
Sort by Column
When hovering over any column header, if a pointing finger icon is displayed, you are able to perform column sorting. Clicking on any column header within the grid will re-sort the information. When first accessing the page, the information displayed in the grid will show each record in the order in which they were created. Clicking on a column header will sort the grid in ascending order. Clicking the second time will sort in descending order, and clicking the third time will return to the original view.
Column Options
Clicking on the ellipse button to the right of any column header will display a list of two or four options.
- Two options - Sort Ascending, Sort Descending.
- Four options - Sort Ascending, Sort Descending, Columns, and Filter.
Columns
When selecting this option, a list of all available columns is displayed. If you do not want certain columns displayed in the grid, un-check the box to the left of each field. Click the Apply button when finished.
Note: If you leave the page then return again, the columns will revert to the default view.
Filter
This option is used to refine the records displayed in the grid. When clicking on Filter, a dialog box will be displayed for entering criteria to find the records you want to display. The first field contains a drop-down list from which to select an operator. The list of available operators are:
- Is equal to
- Is not equal to
- Contains
- Does not contain
- Starts with
- Ends with
- Is null
- Is not null
- Is empty
- Is not empty
- Is after or equal to (only available when filtering on a date type field)
- Is after (only available when filtering on a date type field)
- Is before or equal to (only available when filtering on a date type field)
- Is before (only available when filtering on a date type field)
Select the desired operator, and then enter criteria into the field below. Click on Filter when finished. The list will refresh based upon the filter criteria entered.
Note: If you leave the page then return again, any filters created will be removed.
