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Customise Lists and Sorting Columns

Do you know how to Sort Columns in the list by alpha-numeric ascending or descending order?

• Click on any report or list column header and a Hand Symbol will sort the column by ascending or descending order.
• Click the header again to change back.

Do you know how to Move Columns around and place them where you want?

• Left Click and Hold on any report or list column header and Drag it to the new desired position,  then simply release the mouse.
• This will move the whole column to the new position. this is called Click and Drag.

Do you know how to Customise your lists to display the columns you wish to view?

• Select the list or report that you wish to customise E.g. Slect Sales in the main menu .
• Select  'Customer List button and the Main Grid S'creen appears for customers. Ther are similar grids for all of the lists in ERP..
• The features and functionality of this area are Global and apply to all reports. The information available in reports and lists  may vary  however the principal is the same.
• Click on the Customise button at the bottom left of the list.
• You can now choose whether you Customise the list for just the User (person logged in) or Globally by selecting the tab at the bottom left User or Global which determines who sees the changes.
• On the Main Grid screen select or de-select the columns that you want to show on the List/Report, by Ticking or Unticking. The boxes ticked will be visible and the unticked boxes will not be visible on the List/Report. N.B. Ticked columns will appear at the top of the lists and the unticked below.
  
• To Edit the header label/name on the columns, click on Customise, double click the label in the Main Grid and simply type in the preferred label/name.
• To turn off the grid lines, click on Customise, and untick the Enable Grid Lines box on the right. Tick again to Enable Grid Lines

How to add new columns to the list

• To Add your own customised column to a list/report, click on Customise button
• Then click on the New button in the Custom Column box.
• Then Type in the name for the new column and click OK. This will then take you back to the main customising list screen. The new column just added will appear in the list and the Formula Screen will be available to enter a Formula if required, a mathematical formula can now be entered in this column.
• Right click in the Column Formula field and mathematical options and a list of Columns will appear. You can now build the formula using existing columns and mathematics.
• You can also choose how to display the column by simply choosing a format from the Display Format field.

How to make a custom report

Within the main Customise List screen you also have the Custom Report Tab. This tab allows you to Rename the report you are creating so that the Default report is untouched.  All the changes made will be on the New report and Not on the Default report. 

• Select the Report Selector Tab to move this unique report to another Module on the Report Selector.
• N.B. If you only name the report and choose not to place it in any other Module, the report will only be visible in the My Reports area of the report selector and this area is protected by your user name and password. I.e.. other people cannot see the reports that are unique to you.
• After you have named the report and placed it in other visible areas (if desired) click the Create Custom Report button to activate.
• After creating any changes you require, click Ok to Save changes.