Table of Contents

Grid View

Cory M. Updated by Cory M.

The Grid View allows for some key features that will make understanding your data much easier:

See Advanced Grid Filtering for a guide to using the many advanced search capabilities that text fields support.

Basic Filters

Below almost all column headers are fields where the user can set a filter to view only specified records. This may be a drop-down menu of pre-defined criteria, a text input box, or a date selector. When a filter has been entered, the user must hit enter or click "Search" before it is applied to the Grid View.

The text inputs perform a "prefix match" by default (equivalent to query*). To search anywhere in a text field use a wildcard before and after your query (e.g. *query*).

Columns which use a select box for filtering also support selecting multiple options by clicking the + button below the field. Hold "Ctrl" while selecting options to select multiple options at once or use "Shift" to select a range of options.

Click "Reset" to clear all search filters and return the grid to the default state.

Filters also affect the Export feature described below.

Exporting Data

Most grids allow for the data to be exported to CSV or Excel XML. Any filters applied will affect the exported data as well but you must click Search to apply the filters before clicking Export.

To download an export file, click the dropdown next to the export button, choose a data set and file type, and click Export.

Mass Actions

Mass actions allow you to affect any number of selected items in a Grid View.

  1. To use this feature, select the items using the check boxes on the left-most column in a Grid View or use Select All or Select Visible to choose one or more items to which your action will apply.

  1. Then click the menu next to “Actions” on the right side of the Grid View to see the action that can be applied and choose the appropriate action. Some actions may have additional fields that appear when chosen.
  1. After selecting an Action click Submit.
You can change the value at the top of the checkbox column from "Any" to "Yes" or "No" to filter the grid by only those rows that are either checked or unchecked.

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Advanced Grid Filtering

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