A new view can be created two different ways, either directly through the grid or using the View Builder. This article will focus on building a new view directly on a grid.
On the grids, like Members, Constituents or Transactions, you have a variety of options to manipulate the columns on grid and what data is shown. Just above the grid on the top left, you have options such as Filter (1) and Sort (2).
By mousing over either of these options you will be able to click “Add Filter (3)” or “Add Sort (4)” and then select the desired field and values associated with your needs. Through these menus you are also able to insert multiple Filters or Sorts before applying them to the grid. The filters and sorts are applied in the order they are entered.
You can also apply Quick Queries to your grid. Quick Queries allow you to make multiple selections are once on certain fields. The Quick Queries (5) menu is on the left side of the page. If the grey Quick Queries menu is not showing, click on the small arrow in the center of the left side of the grid to display the option.
You can query fields like Categories (6) and select multiple values and click Apply (7) to add this query to your view.
Each time you add a query, filter or sort, a green circle flag (6) will appear next to each of the items applied.
Beyond those direct menus you can also use Edit Column Settings, which is accessed by clicking on the three dots (7) that appear next to every column title on the grid.
You can apply a filter directly to a column by clicking on Filter (8).
You can choose the operator (9) and add one additional filter with an And or Or operator (10).
The second filter (11) is optional.
To apply the filter click on Filter (12) or click Clear to remove a filter that has been applied.
Edit Column Settings can also turn columns on or off to remove them from your view.
Click on the three dots (13) and then select Columns (14).
You can check or uncheck (15) any of the columns you would like to include in your view. The software will remember your column view preferences. You can also drag and drop the columns into any position desired, and the software will also remember those preferences. Clicking anywhere else on the screen will close the selection list.
To save a view to be able to retrieve your applied filters, sorts, and queries, click on the three-dot menu (16) next to any view's name shown under the sidebar View menu. In that menu select Save View As (17) to create a brand-new view. A new window will open to allow you to name the view. Or, to apply those updated filters and sorts to an existing view you can click Save View next to the view you would like to update.
