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:
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Invoice / Payments transaction list
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All Data Maintenance tables
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.
![1](drex_bullet_1.png) 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
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Click once for Ascending order or twice for Descending order
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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
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The arrow icon ![](drex_ManipulateReport_custom_2.png) displayed helps you identify which column the report is being sorted by.
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![2](drex_bullet_2.png) 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
![](drex_ManipulateReport_custom_3.png) There are some views that have this option but they can't be used, for example, Invoice and payments Transction List
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![3](drex_bullet_3.png) 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
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![4](drex_bullet_4.png) 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.
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![5](drex_bullet_5.png) 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
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![6](drex_bullet_6.png) Filter Editor
Show Auto Filter Row will show the filter row above the Column Headings. This can also be displayed via the Show/Hide Autofilter row.
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