Knowledgebase

 
 

Version 7, 2019

×
Menu

Manuipulating a View or a Report


There are a number of views within Bp Allied that can be manipulated to suit your needs. These are:
 
The following right-click Menu is used to make changes to the views layout and what information is displayed. Some of the options can be accessed in other ways.
Manuipulating a View or a Report
1

Sorting

1. Sorting
To sort a column
Right click on the column header and choose either Sort Ascending or Descending as required.
 
OR
 
Click on the column heading you wish to sort by
  • Click once for ascending order or twice for descending order
  • For example: To sort by Client Last Name click on the heading Client Last Name.  This will then the report in Client Last Name order
  • The arrow icon displayed helps you identify which column the report is being sorted by.
2

Grouping

2. Grouping
Click on Group By this Column to display the Group By pane
OR
Click on Hide Group By box to hide it from view
Tip: There are some views that have this option but they can't be used, for example, invoice and payments Transction List
3

Hide this Column

3. Hide this Column
The columns within a View can be added or removed.
 
To remove a column
Right click on the column
Select Remove This Column
OR
Click and drag the column not required out of the header until a large black X displays
Release the mouse button
The column will disappear
4

Changing the Columns Displayed

4. Changing the Columns Displayed
The columns within a View can be added or removed.
 
To add a column
Right click on the column
Select Column Chooser
The Customisation form will display
 
Click and drag a required field into the location
Drop when the double arrows are in the correct place
 
These changes will be saved in most instances.
5

Changing Column Widths

5. Changing Column Widths
Right Click on the relevant column
Click Best Fit - click to change the column to fit the data in the column best
OR
Click Best Fit (all columns) - click to fit all of the Columns to best fit their data
6

Filter Editor

6. Filter Editor
Click Filter Editior... to apply a filter to the column
 
Show Auto Filter Row will show the filter row above the Column Headings. This can also be displayed via the Show/Hide Autofilter row.