Grid pages provide the ability to query data and group, sort, filter, aggregate and export the data presented.
The following picture is of a typical grid with the main parts labeled.
- Date filter selection. Date filtering options are available in all grids with temporal data and function the same way in all views.
- Data Rows. Double-click a row to edit the editable row data; some grids also have a clickable edit icon
on each row. See Selecting Rows to learn how to select multiple rows. - Columns. Right-click the column header to display a popup menu; from here you can change which columns are displayed in the grid using the Columns option, and enable computations for columns using the Aggregates menu.
- Column filters. To filter the grid by column content, enter a term in the text field, click the column filter icon and select the filtering logic (or press [ENTER] to apply the default filtering logic).
- Layouts. Use the options that open from the Layout button to save your favorite grid layouts and open previously saved favorites.
- Print grid data. Use the Reports menu options to select a report to print. Click the print button to print the selected report.
- Export grid data. Click the Export button to view export options and use the menu options to export grid data to Excel or CSV.
- Column headers:
- Drag column borders to resize a column.
- Click a column header and drag it to a different location to change column order.
- Click a column header to sort by column content in ascending direction and click again to switch to descending direction. The third click clears the sort for the column.
- Grouping:
- Click the Grouping Bar button to enable the grouping bar.
- When you want to group grid data by a specific column, drag the column header to the grouping panel.
- Drag the column header back to its place to undo the grouping.
If you have administrative permissions, you can right-click on a column header and use the Rename option on the popup menu to change the name of the column; see Custom Field Labels for details.