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.