Throughout in\site, dynamic data grid views are available to help you easily search, filter, sort, group, and export the data as needed. You can also add or remove columns and reorganize them to suit your needs. In addition, you can save frequently used views and schedule them for automatic export or create custom Dashboard tiles.
To quickly find records within the data grid, several options exist:
To quickly filter and highlight search results within the data grid, enter any search criteria into the Search field located in the upper right corner. After entering the search text, the view will automatically be filtered and the searched text will be highlighted within the grid.
To only search for text that exists in a specific column, type the search criteria directly beneath the column header. Like the grid search capability, after entering the search text, the view will automatically be filtered to show the records with the matching text.
To filter directly on the values that appear within the data grid, you can use the funnel icons associated with each column. Click the funnel icon associated with the column on which you'd like to filter the information, select one or more of the available values, and then click OK. The view will then filter to only display the records containing the selected value and the funnel icon will turn green to indicate a filter has been applied.
To continue filtering on additional columns, simply click the funnel icon on the next column and repeat the steps. There is no limit to the number of columns you can filter on at any given time, however keep in mind that the list of filterable values will be limited by what's available in the currently filtered data set.
To clear the filters individually, click the green funnel icon(s) again and click Select All. You can also quickly clear ALL filters by clicking the Clear Filters icon near the Search field in the upper right.
To sort the list of records within the data grid, simply click on the column header on which you'd like to sort the information. After clicking the column header, a small green arrow will indicate whether the records are sorted in ascending or descending order.
To create groupings of records, drag and drop the column header on which you'd like to group the information to the dark gray area under the Select View field, which reads "Drag a column header here to group by that column". For example, to group the list of tickets by the Support Type, drag and drop the Support Type column up the gray area as shown below.
One the grouping is in place, the records will be grouped together according to the information contained within the column you used to group them. This allows you to expand and collapse each of the groupings to view the individual records under them.
To generate an Excel export file of the data contained within the current grid view, including any searching, filtering, sorting or grouping you may have configured, click the Export all data icon next to the Search field in the upper right.
Adding and Removing Columns
To add new columns to the grid or to remove columns, first click the Add/Remove columns icon near the Search field in the upper right. A window will appear with any other columns that are available to add to the grid. To add an available column to the grid, drag and drop it to the column headers list. Alternatively, to remove a column from the grid, drag and drop it back into the Add/Remove Columns window. After adding or removing the columns, close the Add/Remove Columns window.
You can reorganize the columns of information at any time by simply dragging and dropping them to the desired location.
After customizing a grid view to show the information you need, rather than recreating the same view later you can save it for quicker access. You can even schedule the automatic export and email delivery of the view as an Excel file.
Adding Saved Views
After configuring the view to suit your needs, click the Add View button to the right of the Select View... field.
Next, enter a name for the view, and then click OK. If you'd like the view to be visible to all users in your company, make sure the Public View option is enabled.
NOTE: Public views can only be updated and deleted by users with access to create them.
Updating and Deleting Saved Views
To update or delete an existing view, first select the view, and then click the Update View or Delete View buttons, respectively.
Scheduling Saved View Exports
If there are views you access frequently, consider scheduling them for automatic export and delivery. For example, you may want a report to be delivered automatically showing you all tickets created for the previous month that involved Remote Hands charges. Or perhaps you’d like to receive a daily report of your users’ activities as reported in the Data Center Access Log. To schedule the export, first create a view of the data you would like to see. Then click the Schedule View Export button and specify the frequency and number of times you would like to have the view sent to you.
On the schedule and interval you choose, an export of the view in Excel format will be sent to the email address associated with your in\site account.
Custom Dashboard Tiles
Creating Custom Dashboard Tiles
You can summarize the record count of almost any grid view in in\site by adding a custom tile to the Dashboard page. First, filter the applicable grid view to focus on the records you'd like to track. Next, click the Add as Dashboard Tile button above the grid.
Name the Dashboard tile according to the number it represents and then click OK.
After saving the name, it will now appear on the Dashboard as a new tile, which can then be clicked to easily access the records that apply to the count.