Using Custom Grid Views

In addition to changing the Default View of a grid, you can also create custom grid views to suit specific purposes.
For example, you could define a view in Employee > Leave History which only displays instances of Personal Leave taken by an employee.
You might also choose to display these leave items sorted by ascending number of hours.
Once you have spent time setting up a customised grid view, you may want to save it for re-use at any time.
These views can also be printed, exported, and deleted.

 

The next steps look at saving the grids that you have created and generated.

  1. Search for an employee and click on the Leave History node in the pane on the left.
  2. In the Pay Items field, filter to display Personal Leave. For example:



    You should see the grid now only contains occurrences of Personal Leave taken by this employee>
    You will also see the details of this filter in the panel at the bottom of he grid:



  3. Click the HrsUnits column heading to sort the field into ascending order.
  4. To save this grid view for future use, click the Hamburger Menu and select View Options > Save Curent View:



  5. In the Save View Whereto dialogue box that opens, choose one of the three options.
    You can:
    1. Save the view as a New view name and give it an appropriate name, e.g. Personal (Sick) Leave Taken.
    2. Save the view Over existing view and choosing the view you want to replace from the drop-down list
    3. You can Save to File by browsing to the required destination. The view will save as a .WLV file
  6. Once you have saved a view it will be available in the drop-down Views list in the toolbar:


The Enhanced Grids have a comprehensive printing function that allows you to specify the destination printer to Print, Preview and change the Page Setup.
These options are all available via the Print option in the Hamburger Menu.

As some of the query reports you define may be physically wider than one page, the options within the Page Setup selection allow you to specify the ‘Z Order’ of the printed report; either ‘Down, then over’ or ‘Over, then down’.
An alternative is to use the Page Scaling (e.g. Fit to page) option.
You should experiment with these settings to see which one gives you the results you require.

 

The Enhanced Grids allow you to export their data to a file in the formats Excel, Text, HTML, XML, CSV or PDF.
When exporting, it copies data from the query into a new file which can be used in another application.

  1. Create the Grid View as you require.
  2. From the Hamburger menu click the Export button Export Button
  3. Select the desired export type from the drop-down list.
  4. Specify the name and destination for the exported file.
  5. Click Save.

Once you have created a customised view, the Delete current view button will be activated within View Options.

To delete a customized view:

  1. Select the view you want to delete.
  2. Click the View Options button View Options Button
  3. Select the Delete option:
  4. You will be asked if you want to delete the selected view.
    If you are sure you want to delete that view, click Yes.

Note: You are not able to delete the Default View. Only views that you have created can be deleted from the system.