Data Grid

Once you click a page on the main menu, a data grid displays the records available on that page. The data grid looks like a spreadsheet of columns and rows, which is ideal for maximum data visibility. Each row represents a specific record on that page, and each column displays a certain field related to that record. When scrolling, you can visually see the first 1,000 records on a page (but records beyond 1,000 are available for searching, selecting, reporting, etc.). On any page, you have access to the following four items related to the records on the data grid.

Views

The top center of the data grid displays the view drop-down . A view is a dynamic filter of the records on a page (e.g., "Contacts with Baptism Milestone"). Each page's data grid initially displays a default view, but you can change the view by using the view drop-down.

Selections

The top right of the data grid displays the selection drop-down. A selection is a static gathering of records. Each page's data grid initially displays the All Records selection, but you can change the selection using the selection drop-down.

Record Counts

The bottom of the data grid displays record counts. The bottom left shows the total number of records based on the chosen view or search term. The bottom right shows the total number of records in the chosen selection; note that if no selection is chosen, this count shows the total number of records in the Current/Unsaved Selection.

Columns

The columns in the data grid can be reordered, sorted and resized. You can also change the layout of the records on the data grid. These changes are saved per workstation and per page as part of your browser's cache. If you clear your cache or use a different browser, the customization you applied won't be remembered.

 

Last Modified: 9/19/2019

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