Table Display Settings

The Table Display Settings dialog allows you to save the columns that are displayed, the width of the columns, the order in which columns are displayed, the column on which the records are sorted, how data is grouped & aggregated, if data is to be condensed on the report, and the number of items displayed on a page.

You must use the Table Display Settings window to select which columns are displayed, whether groupings are to be combined in the report, and how data is to be aggregated, but most of the rest are easier to change in the grid itself. Once you've changed them in the grid, you can then save the arrangement as your default using the Table Display Settings window.

Once you've set up and saved these items, the grid will be arranged in that way whenever you log onto the system.

Note: This option doesn't include any filters you've applied.

You can also edit and remove your Table Display Settings.

All users have access to the Table Display Settings dialog. Only users with the Enhanced Reporting Module are able to save settings with filters and report setup options using the Save Grid Settings dialog — for light or premium tier.

Save table display settings

Saving the table display settings saves only the way columns are arranged and the number of items displayed on a page; it doesn't save any filters you may have applied. It's useful if you want to see the grid arranged the same way each time you open it.

  1. Once you have the grid arranged, click the Display Settings button in the upper right-hand toolbar. The Table Display Settings window opens.

  2. Make any additional changes in the Table Display Settings window.

  3. Click the User: Store Settings link in the lower left corner.


    The settings are saved and you're returned to the grid.

These settings become your default, and you may return to them at any time by selecting Reset All Settings to My Default from the menu.

Note: You may also store the settings for the system if you have admin rights. Then the window will be arranged in the manner you've designated whenever any user logs onto the system.

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Edit table display settings

  1. Make the desired changes to the arrangement in the grid.

  2. Then click the Display Settings button in the upper right-hand toolbar. The Table Display Settings window opens.

  3. Make any additional changes in the Table Display Settings window.

  4. Click the User: Store Settings link in the lower left corner.


    The settings are saved and you're returned to the grid.

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Remove table display settings

  1. To remove the table display settings, click the Display Settings button in the upper right-hand toolbar. The Table Display Settings window opens.

  2. Click the Remove Settings link beside the User: Store Settings link in the lower left corner.


    The settings are removed, and the grid will open with the system default settings the next time the user logs onto the system.

Note: You may also remove the settings for the system if you have admin rights. Then the window will then be arranged with the system default settings whenever any user logs onto the system.

 

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