Manipulating a View or a Report

There are a number of views within Bp Allied that can be manipulated to suit your needs:

  • Waiting List
  • All Reports
  • Invoice / Payments transaction list
  • All Data Maintenance tables
  • Documents grid in Client Details.

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.

Field

Description

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 create the report in Client Last Name order.

The arrow icon displayed helps you identify which column the report is being sorted by.

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 Transaction List.

Hide this Column

The columns within a View can be added or removed.

To remove a column:

  1. Right-click on the column.
  2. Select Remove This Column.

OR

Click and drag the column not required out of the header until a large black X displays.

  1. Release the mouse button.

The column will disappear.

Changing the Columns Displayed

The columns within a View can be added or removed.

To add a column:

  1. Right-click on the column.
  2. Select Column Chooser.
  3. The Customisation form will display.

  1. Click and drag a required field into the location.
  2. Drop when the double arrows are in the correct place.

These changes will be saved in most instances.

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.

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.