Grid View Overview

Getting to Grid View

Grid view allows you to view service request records in a spreadsheet view. This view provides more advanced filtering and grouping functionality as well as the ability to quickly export data. The rows represent the service request records and the columns represent the fields on the service request record.

To get to Grid View in the Service Request Module: 

1. Navigate to the Service Request module. Click Customer > Service Request.
2. Click the Grid icon at the top.

Use the Column Chooser to Hide Unnecessary Columns

1. Click the Column Chooser icon.
2. Uncheck columns you would like to hide.
3. Re-check columns you would like to view again.

Adjust the Column Width

1. Check the Column Auto Width box to make all columns wide enough to fit the text.
2. Or, click and drag the column border to adjust the width of an individual column.

Rearrange the Column Order

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

Save and Reset Your Preferred View

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 Service Request 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. 

Select Multiple Service Requests to Multiple-Edit or Multiple-Print

Multiple Edit

1. Select multiple service requests 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 service requests.

Multiple Print

1. Select multiple service requests by checking the boxes or select all by clicking the box at the top. 
2. Select Multiple Print.
3. A formatted PDF will download with each selected service request on a new page.

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.