Grid View is a spreadsheet view of your inspection records. Learn about viewing options and tools to manipulate data within grid view. Also, learn how to export inspection data to Excel. 

Video Overview

Getting to Grid View

1. Navigate to the Inspection module. Click Assets > Inspection.
2. Click the Grid icon at the top to get to grid view.  

Viewing Inspections in Grid View

Inspection records are shown as rows and fields on the inspection record are shown as columns.

Note - until an inspection type is selected, only fields that are general across all inspection types (ie: Number, Date, Status, Type, Asset, Lead, Comments) will be displayed. 

Filter by Inspection Type

Select a specific inspection type from the Tree Filter dropdown on the left side to see fields specific to a particular inspection type in the Grid. 

Use the Column Chooser to Show or Hide Columns

1. Click the Column Chooser button at the top.
2. A box will appear in the lower left corner. Unselect columns you wish to hide. Select columns you wish to show. Note - all columns are selected by default.

Adjust Column Width

Using the Column Auto Width

Check the Column Auto Width box to automatically adjust columns to be a size necessary to fit the text.

Manually Adjust the Width of a Column

Adjust the width of any column by clicking the line between the columns and dragging. 

Rearrange the Column Order

Click and drag a column header to a new position as desired. 

Save & Reset Viewing Preferences

Save Your Preferred View

After selecting your viewing preferences (such as hiding columns, filtering by certain columns, etc.), click Save to save your viewing preferences. This will save your current view as the default view each time you come to Grid View in the Inspection module. 

Reset the Preferred View

To reset the view back to the default, click the Reset button.

Filter Data by Column Value

1. Click the funnel icon at the top of a column.
2. Select one or more options from the list.
3. Click Ok.
4. To clear a filter, click the funnel icon again and choose Select All.

Search Data by a Column Value or Text

1. Click the magnifying glass icon at the top of a column. 
2. Select a search command. 
3. Type text into the box or select option (ie: for a date field).
4. Click Enter.
5. To reset the column, click the magnifying glass icon again and select Reset.

Sort Data by a Column

1. Click a column header to sort the data by that column. An arrow will appear at the top of the column.
2. Click the column header again to reverse the order of the sort.

Group the Data by a Column

1. Drag a column header to the top to group the data by that column's unique values. 
2. Drag more column headers to the top to layer the grouping.

Refresh the Data in the Grid

Click the Refresh button to refresh the data to reset any filtering, sorting, grouping, etc. 

Note - Clicking the Refresh button on the grid will NOT refresh any filtering or search criteria selected in the left side menu. To refresh filtering or search criteria in the left side menu, click the Reset button the the left side menu. 

Edit Multiple Inspections

1. Select multiple inspections by checking the boxes or select all by clicking the box at the top. 
2. Select Multiple Edit.
3. Change desired fields.
4. Click Save.

Note - Fields left blank will NOT update that field for selected inspections.

Export Data to Excel

1. Select data (if exporting a selection). 
2. Click Export to Excel
3. Select Export all data or Export selected data.
4. An Excel file will download.