How to Use Recordkeeping Grids

Righthand Filters Menu

When using the righthand menu item for Filters, click on the arrow next to each Column name to reveal results of your current data. Select/deselect or search for the desired data to include in the grid,  The grid will update automatically as you are selecting/deselecting specific filters.

Filter by Columns in the Grid

Columns can also be filtered individually by hovering over the column header to reveal a stack of lines; click to open additional options. Then, click on the filter icon to reveal that column's filter options.

Filtering with Search Filters Row

Additionally, you can search and filter right within the grid to reveal specific data. In the example below, the grid has been filtered to display specific data based on a selection from the company's Locations. Click into the search bar under the specific column. For the Locations column, you have the ability to type and search for a specific location/s and then select multiple from the list to display in the grid.

To remove a filter for a specific column, you can click the X in the search field.

Hide/Show Filters

If you would like to hide (or show) the filters feature, click the cog wheel to the right of the grid and select hide/show filters. The search fields will then be hidden.

Clear Filters

To clear any filters you may have selected for your grid, click the cog wheel to the right of the grid and select Clear Filters.

Reset Filters

If you'd like to completely reset the grid to the system's default view, click Reset.

Note: The final button (Save) in the settings row relates to Saved Views. See Saved Views later in this article for more information.

Grid Reporting

To generate a CSV file of your entire grid (including all pages of grid data and all filters/columns you have exposed/set), select Generate CSV under the Grid Reporting section.

Reporting from Selection

If you want to generate a report that includes only select data from your grid (ex. only 3 of the results from the grid), you can do so by selecting the checkboxes next to the desired rows.

Additionally, you can Select All/Deselect All rows to help with including/excluding larger sets of data in reporting. Click Select All/Deselect All at the top left of the grid (shown in red below) to select all rows from the current page you are on. To include/exclude data across multiple pages, you will need to proceed through all pages and select/deselect rows you wish to display in the report. Simply click through the pagination function at the bottom right of your grid and keep selecting data until all desired rows have been chosen. You can see how many rows are currently selected at the top left of the grid (shown with the orange arrow below). As you go through each page and select more rows, this number will increase.

After all desired rows are selected, click the Actions tab. Select your preferred file format from the "Report From Selection" section.

Managing Selection

Here you can also "Manage" your selection by copying the data into another type of document on your device (ie. an Excel file), or by deleting the selected data and its associated information/tasks from the system entirely.

Save a New View

When all desired data is displayed in your grid, and you'd like to save this view for future reference, click Save a New View.

Enter a name for the view. If you'd like this view to be the default for each time you return to this grid, check the box for Default View.

To save any additional grid configurations that you set, click the Save button.

Name the view and Save.

You will see your list of Saved Views populate in the Saved Views box. Simply clicking on the name will display that view in the grid.

Edit or Delete a View

To edit a view, click the pencil icon next to the name of the view. Here you can change the name or set/unset is as a default view.

To delete a view, click the trash can next to the desired view. You will be prompted to confirm the deletion.

Note: Once a view is created, you are not necessarily able to make changes to that view. If you decide to add additional filters, columns, etc. to that view, you will need to save it as a new view. You can then delete the previous view if needed.