Start a conversation

Working with data grids

Data displayed in a tabular form can be viewed, edited, sorted by fields, and superimposed by a custom filter and system filter for this data.

Table entries are displayed per page.

At the bottom, next to the page number, the functionality of the transition to the desired page is realized. The button corresponding to the current page is highlighted in blue. Also buttons are available forwards and backwards. You can also adjust the number of lines displayed on one page: 10, 25, 50, 100, 150. This switch is located directly above the table.

Table menu
At the top of the table, the table menu is displayed as functional buttons. Please note that the functionality displayed in different sections may be different. Using the menu buttons of the table, you can:

  • Adjust the visibility of the columns and their order.
  • Export table data to various formats.
  • Cancel sorting.
  • Customize table columns

    In the application, you can customize the appearance of tables. The order and visibility of the columns in the tables can be configured as you like. To open the form for displaying the columns, you must click on the gear icon in the upper left corner of the table.

With the help of the separated form "Columns of the table" you can:

Manage the visibility of columns - hide unnecessary or display previously hidden columns. To do this, drag the column header from the list of all displayed in the table - "Visible Columns", to the "Hidden Columns" list.
Change the order of the columns - to do this, drag the column header above or below in the "Visible Columns" list.Columns that can not be moved from the displayed ones, for example ID, are highlighted with a lighter shade.
Click OK to save the changes and close the window.
Note, that when the application is closed, the filter settings were automatically saved and when you re-enter you will see a customized display of the columns.
 

Exporting Data
The application can export data to a file. You have the ability to export data (including filtered) of the following sections:
"Entire network";
"Marketing activity";
"Point history", "Rank history";
all subsections, section "Finance".
A list of available file formats for export is available by clicking on the icon below in the upper right corner of the table.

The application allows you to export data to file formats: HTML, CSV, text, Excel, PDF, JSON.

Note that the export takes place taking into account the filters - thus, you can unload the data that you need.

The sequence of actions when exporting a table should be as follows:

  1. Go to the desired section, if you need, filter the data that you want to export;
  2. Click the icon in the upper-right corner of the table;
  3. Select the export format in the "Export" list and click on it;
  4. The application automatically saves the file to the Downloads folder and assigns it the name "Section_name-dd-mm-yyyy".


Sorting

All the data in the columns of the application tables can be sorted in ascending or descending order, for example, if this is the date or the sum of the document, then by increasing / decreasing the number; if the name, then in alphabetical order.

For columns, whose data format implies the ability to sort data, the header displays sorting items: the up arrow (sorting in ascending order) and the down arrow (in descending order).

If arrow, which was pressed is displayed in blue, then sorting has been established for this column.

Note that by setting the table sorting, you activate the custom filter and you can save your sorting as part of the filter. You can completely cancel the sorting together with the "reset" of the custom filter by clicking on the "Reset" button (for more details see the section "User filter").

You can cancel sorting by using the Reset Sort button on the right.


Links

In the "Account" column, the fields are the names of the accounts that are links to the Account Menu.
In the column "Sponsor's name" a "sight" icon is displayed in front of the name, by clicking on the "sight" a window opens with a link - "Look up". Using the "Look up" link, the search for the selected sponsor's name is performed and the line with the account found is highlighted in purple.


Choose files or drag and drop files
Was this article helpful?
Yes
No
  1. Daria Tsirelnikova

  2. Posted
  3. Updated

Comments