Task Bar Options
The options covered here are also available on numerous other functions and will operate as described below.
This option allows you to print the current contents of the grid displayed. On selecting the option, the Print dialog appears from where you can print or preview the transactions using the default settings. Advanced options are accessible via the Options button. These allow you to change the heading, footer and set various other print options as well as change the column widths.
Export to Excel
Select the option Export to Excel from the Task Bar to create a worksheet in Excel containing the information currently displayed in the grid. This feature supports MS Excel 2007, 2010, 2013.
Show shortcut keys
There are a number of shortcut keys that are available to you when working in grids. To see the list of these select Show shortcut keys from the Task Bar.
Show Field Chooser
The Show Field Chooser option displays the Field Chooser dialog, which allows you to add or remove columns from a grid using drag and drop. See Customising Grids for further details on adding and removing columns.
Filter
Filters can be added to restrict the contents of the grid to only display items that match a specified criterion, e.g. transactions where the amount exceeds £250,000. To enter a filter, click the Filter: OFF option under Actions on the Task Bar. This displays the Filter Creation tool above the grid. You then add single or multiple conditional filters to apply to the grid below.
Note: Refer to the Central Help topics for a detailed description of how to use filters. From the menu select Help > Help Topics.
Group By
To analyse the contents of the grid by grouping, click the Group By: OFF option on the Task Bar. This displays the Group panel at the top of the grid and you can drag the column title to the group area at the top of the grid to group by that category. You can add sub groupings by dragging further column titles to the area. To remove a grouping, drag the group title back to the grid. Neither the filter and group settings are persistent, they are a run time setting that will only apply to the grid displayed.
Sort
You can change the order by which items are displayed by clicking on the column title of the field on which you wish to sort. For example, if you want to sort the date by ascending or descending order then click the Date column title. An arrow icon appears in the column title indicating the selected sort order. Click the column title again to reverse the sorting options.
TIP: You can use [CTRL] + left click the column title of the currently sorted column to return to the default sort sequence for the grid.
Changing the Order of Columns
You can change the order of columns by positioning the mouse pointer over a column title and dragging the column left or right with the left mouse button pressed. When the column is positioned in a drop area, a red arrow appears indicating where the new column will rest when you release the mouse button.
Removing or Adding Columns
You can remove columns form the grid and add columns if all available columns are not shown. To do this, position the mouse pointer in the grid, right-click and then select Show Field Chooser from the shortcut menu. The Field chooser dialog opens.
Field Chooser View Transactions Hidden Columns
To remove a column, position the mouse pointer over the column title and drag it to the Field Chooser dialog with the left mouse button pressed. Release the button and it will appear in the list in the Field Chooser. To add a column, drag the name of the column to the column title row in the position where you want it to appear.
Adding Columns to a Grid