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Note: You may add as many Filters as you like to the same column or multiple columns. When a filter is added to a column, a is placed in the header. Note: you can make the search even more specific by clicking on the Filter Type drop-down and choosing one of the other search options. The options shown depends on the type of data in that column.
Advanced Filtering
Users have the ability to search relative dates using the Date/Time filters. If the User searches using x days to y days, "Through", "thru", and "to", are interchangeable and will provide the same result. The "+" is for future dates, and the "-" is for past dates. Additionally, the language parsing will take all of these values: "Year/Years" "month/months" "day/days" "week/weeks" "hour/hours" "minute/minutes" "second/seconds".
- " to -30 days" - For all records older than 30 days.
- The space before " to" is critical for past dates. The parser will not recognize this string: "to -30 days" but will recognize " to -30 days".
- The space before " to" is critical for past dates. The parser will not recognize this string: "to -30 days" but will recognize " to -30 days".
- "10th of last month - 24th of this month" - This displays all records from the 10th of last month to the 24th of this month.
Change Search Terms on an Existing Filter
Click the column header of the Search Term you wish to change. Once you've opened the Filter you can click on the existing Search Term to populate the Value field. After you've changed it to the desired value, click the button.
Change Search Terms on an Existing Filter
Click the column header of the Search Term you wish to change. Once you've opened the Filter you can click on the existing Search Term to populate the Value field. After you've changed it to the desired value, click the button.
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Clicking 'Print' generates an HTML document of the Service being printed that is optimized for 8 1/2" x 11" printing. Only one row (item) in the Grid can be printed at a time. Printing from here gives a detailed break down of all the columns associated with the item which can be limited using the Print Prefs to get a specific Print based on User requirements.
There is an option to have either a QR Code or a bar code attached to a given printable document in the Configuration Guide to make tracking documents easier. From the Print Screen, a User can either click or . The PDF can be used in all the normal ways you might need a PDF file.
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Adding User Defined Fields to a Grid (UDFs and UDCs)
If we have a User Defined Field that we would like to see in the Grid we can click on and click the User Defined Columns text. This opens the 'User Defined Column' (UDC) form and we can select any of the User Defined Fields that we have added to the form. When we add these UDCs, they will be added as a searchable and filterable column to the Grid.
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Users can generate a printable report (in HTML, PDF, or CSV format ) of any Grid or section of Grid by clicking on (located on the Grid Toolbar). In the 'Generate Report' form, Users can generate reports from the Grid, by page, by row, or by selection.
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The button allows an Admin to set Grid level Permissions quickly.
AdHoc Builder
The button allows an Admin to pull in the existing Grid query to modify and make an AdHoc grid quickly.
Page View
In order to alter the number of rows displayed on each page of a Grid, a User can access the drop-down menu located immediately below the bottom left corner of the Grid. A User can choose to view 10, 15, 25, 50, 100, 250, or 500 rows per page of Grid.
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