Customising Grids

A grids contents can be exported to a CSV (comma separated values) file.

Click Export to CSV , the User will be prompted to open (compatible programme such as MS Excel required) or save the CSV file.

A User can print the grid

Click Print , a pop up will appear with a preview of the grid, click Print and a pop up will open with the options to print to connected printers.

Default grids for all Concept Evolution Users can be set using Set Default Columns, it is suggested that this permission is only given to System Administrators.

Click Set Default Columns , a pop up window appears which allows the set up of default grids.

To add a column, select it in Available Columns and click Add.

To remove a column, select it in Selected Columns and click Remove.

To change the order of a column, select it in Selected Columns and use any of the Move up , Move down , Move to First , or Move to Last buttons to arrange where the column will appear.

Note: Columns at the top of the list appear on the left in the grid. Columns at the bottom of the list appear on the right in the grid.

When you finished the arrangement, click Save .

Users are able to customise Grids within so only data relevant to them is displayed, and the columns are in the required order.

Click Personalise , a pop up window appearConcept Evolutions which allows the set up of personalised grids.

To add a column, select it in Available Columns and click Add.

To remove a column, select it in Selected Columns and click Remove.

To change the order of a column, select it in Selected Columns and use any of the Move up , Move down , Move to First , or Move to Last buttons to arrange where the column will appear.

Note: Columns at the top of the list appear on the left in the grid. Columns at the bottom of the list appear on the right in the grid.

When you finished the arrangement, click Save .

Clicking on any of the column headers will sort the entire grid in order based on that column. First click will order the column in ascending order, clicking a second time will re-order in descending order.

It is possible to sort by multiple columns within the grid. In order to use this function, click Enable Multi Column Sort , Clicking on multiple columns then allows you to sort the data e.g. by Building and then by Status or Priority.

To return to sorting by a single column click Disable the Multi Column Sort .

By default once a filter is entered into the grid, the grid will refresh to the applied filter, to turn off this function, click Turn Auto Refresh Off . The grid will now need to be manually refreshed when filters are applied. To return the grid to the default setting click Turn Auto Refresh On .

Once a filter has been applied it can be manually removed by deleting the filter information from the search box, alternately click Clear All Filters , this will remove all filters and refresh the grid.