With our custom grid views feature, you have the ability to create a grid view that contains the information of your choosing and to save this view for future use. This feature allows you to create a custom report of the data contained in that grid. This view can be exported to Excel and PDF. This option is available on the Timecards, Batches and Employees grids.
Step 1: Select the page with the grid you would like to customize from the Dashboard or navigation on the left.
Step 2: Click the gear icon on the right of the grid.
Step 3: Click the squares to the left of each column header in the Toggle Columns section to toggle on/off the columns you would like to show.
Step 4: Drag and drop the column headers to rearrange the order the columns appear in.
Step 5: Drag and drop a column header in the "Drag a column header and drop it here to group by that column" to group the data based on that column's information.
Example: Grouping by the Last Name column.
Step 6: When the grid is in the desired customization, click the + sign on the right to add the view.
Step 7: Enter a Name and Description and select a color then click CONFIRM.
Step 8: To access the saved views, click the arrow for the Views drop down menu.
Step 9: Click ADD for the view you would like to use.
Step 10: Click that view tab to apply to the grid.
Step 11: If you decide to delete a view, click DELETE from the View drop down menu. This will permanently remove the view. If you would like to keep the view but do not want it to show as a tab at the moment, click the x on the tab and you can add it back at any time.
To Export to Excel or PDF
Step 1: Click the Excel or PDF icon to the right of the "Drag a column header and drop it here to group by that column field." A quick download will automatically begin.
Step 2: Click the download in the lower left of the page to open.