Q:     How can I customize the table columns I see? 

A:     Click the Column Visibility Settings feature which enables each user the ability to control columns they see in each report. Admins will no longer need to create entire new reports to limit or expand columns.

1. On the report, click the Column Visibility Settings button.

2. The Column Visibility Settings dialog will display with a list of the report fields contained in the report. By default all columns are checked visible.
   

3. Uncheck or Check individual report fields, or click the checkbox adjacent to the Column Visibility Settings heading to check or uncheck all checkboxes. When done click Apply.
   

4. Only the checked columns will be visible.
   
   

5. Button Indicators:

   1. By default, when all Columns are checked both bars will be hollow.

   2. When one or more Columns are unchecked, one bar will be shaded.

6. When a user switches to a different report that has not been customized, all report field columns in the new report will be checked by default.

7. Each report will retain the user's specific settings until one of the following occurs:

   1. The user updates their selection of visible items on each specific report.

   2. The report is updated by an administration under Admin > Company > Reports in which case all report fields will be visible.

8. When CSV or Excel export buttons are clicked, only the visible columns will be exported.

Q:     How can I sort data by column? 

A:     When a column can be used to sort the data in a table, the up/down arrow icon will display. Click the icon to sort the table.
 

1. Click 1 - sorts the column in ascending order.
   

2. Click 2 - sorts the column in descending order.
   

3. Click 3 - sets the table back to the default sort order according to either the pre-defined table sort order (if one exists) or the sort order specified by the report’s sort index settings.
   

4. Another way to sets the table back to the default sort order is to click the Reset sorting button.
   

   

   
   
   

Q: How does the Sort Index under Admin > Company > Report > Report Fields impact the sort order of a data table?

A: Report designers can specify a Sort Index for custom reports under Admin > Company > Reports > Report Fields. When a custom report is first loaded by a user, the Sort Index with the lowest number will be the primary sort. The next lowest index number will be a secondary sort when the primary sort includes identical values. Ex. If the table displays states, cities, and zip codes where state is sort index 1, city is sort index 2, and zip code is sort index 3, then, the primary sort will be state, the secondary sort will be cities which will be sorted alphabetically, and zip codes will be the third sort when there is more than one city.

• Note: After a user manually changes the sort order for a dashboard, that sort order will override the default sort order and will continue to be the primary sort on that table for that user until the user changes it. The lowest sort index will become the secondary sort, and so on.
  
  

Q:  Do some reports have a default sort order?

A: Default reports for the following dashboards include a default sort order. After a user manually changes the sort order for a dashboard, that sort order will override the default sort order and will continue to be the primary sort on that table for that user until the user changes it.

• Packages Dashboard - Required date

• Assemblies Dashboard - Assembly Name

• Container Dashboard

  • Report - Container Type

  • Details Report - Item Type

Q:  How does the column filter work?

A:  When a column can be used to filter the data in a table, the filter icon will display.

1. When the column is not being filtered, the Filter icon is filled white.
   

   

   
   
   
   

2. Click the filter icon. The Filter icon is filled with black and the Filters drop-down button will display.
   

   

   
   
   
   

3. Click the Filters drop-down arrow to display the list of filter values.

   1. The Search text box, Select All, and Deselect All and Close buttons will display.

   2. The drop-down list will remain expanded so that multiple drop-down options can be selected or deselected.
      
      

      

      
      
      
      

   3. Select Individual Options - Click individual options (Ex. Spooled and Packaged).
      
      

      1. The selected item(s) will:

         1. Display in their own alphabetically sorted list at the top of the drop-down.

         2. Each selected item will be highlighted blue and include an x which can be used to removed the option.

         3. The data table will be filtered to the selected items.
            
            

   4. To de-select an item and remove it from the selected list, either:

      1. Click the option’s x (Ex. Packaged).

      2. Click the blue highlighted row.
         

      3. The de-selected option (Ex. Packaged) returns to it’s place in the non-selected option list.

      4. The data table will be filtered to the selected items.
         
         

   5. Select All- Click the Select All button to select all options in the drop-down list. The list options will be:

      1. Sorted alphabetically.

      2. Highlighted blue.

      3. Include an x to deselect.

      4. The data table will be filtered to the selected items.
         
         
         

   6. Deselect All - Click the Deselect All button to remove all filter options from the search.
      

      

      
      
      

   7. The Search textbox is be used to filter the option list (Ex. Filter to options that start with sh). 
      

      

4. Close - To close the Filter drop-down list dialog, do one of the following:

   1. Click the Close button.

   2. Click anywhere on the page that is not a link or button.