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'''Customise Lists and Sorting Columns'''
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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?  
 
Do you know how to '''Sort Columns '''in the list by alpha-numeric ascending or descending order?  
  
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*'''Click''' on any report or list column header and a '''Hand Symbol''' will sort the column by ascending or descending order.
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*'''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.
 
*'''Click '''the header again to change back.
  
 
<br> Do you know how to '''Move Columns''' around and place them where you want?  
 
<br> Do you know how to '''Move Columns''' around and place them where you want?  
  
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*'''Left Click '''and'''Hold''' on any report or list column header and '''Drag''' it to the new desired position,&nbsp; then simply release the mouse.
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*'''Left Click '''and'''Hold''' on any report or list column header and '''Drag''' it to the new desired position,&nbsp; then simply release the mouse.  
 
*This will move the whole column to the new position. this is called '''Click''' and '''Drag.'''
 
*This will move the whole column to the new position. this is called '''Click''' and '''Drag.'''
  
 
<br> Do you know how to '''Customise''' your lists to display the columns you wish to view?  
 
<br> Do you know how to '''Customise''' your lists to display the columns you wish to view?  
  
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'''Select''' the list or report that you wish to customise<span style="font-weight: bold;" /> eg. '''Customer List''' and select the '''Customise Button '''and the '''Main Grid ''''''Screen''' appears.
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*'''Select''' the list or report that you wish to customise '''E.g.''' '''Customer List''' button and the '''Main Grid'''screen appears.  
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*The features and functionality of this area are '''Global''' and apply to all reports. The information available will vary, however the theory is the same.  
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The features and functionality of this area are global and apply to all reports. The information available will vary, however the theory is the same.  
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*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.  
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*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.<br>
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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'. This determines who sees the changes.  
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*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.  
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*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<br>
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On the grid tab 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. (Note: Ticked columns will appear at the top of the lists and then unticked)
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*To'''Add''' your own customised column to a list/report, click on '''Customise''', 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.
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*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.  
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To change the header label/name on the columns, click on customise, double click the label and simply key in the preferred label/name.  
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*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.  
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*You can also choose how to display the column by simply choosing a format from the '''Display Format''' field.  
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To turn off the grid lines, click on customise, and untick the box at right to turn off, tick again to turn on (enable).
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*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.&nbsp; All the changes made will be on the '''New''' report and '''Not''' on the '''Default''' report.&nbsp;
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*Select the '''Report Selector Tab''' to move this unique report to another '''Module''' on the '''Report Selector'''.  
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To add your own customised column to a list/report, click on customise, then click on the New tab under custom column. Then enter 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.  
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*'''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.  
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*After you have named the report and placed it in other visible areas (if desired) click the '''Create Custom Report''' button to activate.  
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&gt; right click in the column formula field and mathematical options and a list of columns will appear. &gt; You can now build the formula using existing columns and mathematics.  
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*After creating any changes you require, click '''Ok''' to '''Save''' changes.
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You can also choose how to display the column by simply choosing a format from the display format field.  
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Within the main customise list screen you also have the Custom Report Tab  
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&gt; This tab allows you to rename the report you are creating so that the default report is untouched. &gt; All the changes made will be on the new report and not on the default report. &gt; You can give the report a unique name. &gt; To enable other people to view the newly created report, place in another tab on the report selector.  
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(Note: If you only name the report and choose not to place on any other tab, 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. ie. other people cannot see the reports that are unique to you).  
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After you have named the report and placed it in other visible areas (if desired) click the 'create custom report' button to activate.  
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After creating any changes you require, click OK to save changes.
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In this area you can also customise the columns by clicking on the column title, holding down the left mouse you can dragg the columns to the preferred layout and place them on the grid where you choose. You can also increase or decrease the size of the columns by clicking on the line between the colomn titles and move left or right depending on what size is required. When you close the list the new positions and lay out will be remembered. ie. the list will open in the same layout or format that it was last viewed in. This layout is specific to each user. The unique user name and password will trigger the layouts specific for that person.
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Revision as of 17:43, 4 July 2011

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 andHold 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. Customer List button and the Main Gridscreen appears.
  • The features and functionality of this area are Global and apply to all reports. The information available will vary, however the theory is the same.
  • 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
  • ToAdd your own customised column to a list/report, click on Customise, 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 theFormula 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.
  • 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.
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