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Most data types show up in customizable grids.  The user is able to select the fields that they want to appear in each grid by clicking on the  in the upper right hand side of the grid and check marking the column header names.  The order of the columns can be changed by simply dragging and dropping them in the desired order.  Column widths may be changed by hovering over the column line and dragging it to the desired size.  Each user's customized settings will be automatically saved and used the next time they access the grid, even after logging out and back into the system.

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Grid results are "lazy-loaded", meaning that you can scroll down through all of the data and it gets loaded as you go.  This means there is no limit on maximum records that can be returned, and no "page numbers" to deal with to see your results.

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Users will be able to filter grid results directly via a "filter row", which is directly beneath the column headings as shown here: Image Removed

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The default for any text search fields is to select fields starting with the value that you enter.  You may also include '%' as a wildcard to find fields containing a value.  For example, '%abc%' would select records with 'abc' anywhere in the field.  The default for date fields and other numeric fields is to select values greater than or equal to the value entered.

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Users can sort any column by ascending or descending order by simply clicking on the column header name. To sort by more than one column at a time the user would click on the column header name they wish to sort by first and then hold down the shift key and click on another column header name. The columns are noted with a number beside the column name to show the order it was sorted. The sort can be reset by clicking on any column header name.

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Report

Users can generate a report from any of the grids.  The report automatically includes all columns on your grid and pulls data from what you have entered on the filter row.  For example, the screenshot below, you can generate a quick report of active 1099 vendors containing a YTD amount of $600 or higher.   After selecting your report options, click on Image Added to generate the report.  If you want to save the report for future use, enter a report name in the Image Added box and click on Image Added.  Your saved report will be automatically added to the Report Manager grid.

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Advanced Search

An advanced search function is available by clicking on the Magnifying glass at the top right of the grid as shown below.

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Advanced Search is a more elaborate search where the user selects the property to search on, the operation to search by, and enters what they are searching for.  This may be useful for complex queries or to search by information without having to first add columns to your grid.  

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