Use the search bar at the top left to locate your search term anywhere it appears in the grid.

The search field within a column header will return results only if the search term is found in that column.

You can further customize results by clicking the filter icon and selecting a condition. 

For example, the image below is from the E-Files grid, and shows a search for files where the description does not contain the word “Test.”  

In addition to filtering by search criteria as described above, some columns allow filtering specific values. When available, click the three dots at the top right corner the column header.

Example: To only view facilities in the Facility List grid located in Illinois, Iowa, and Kansas, you could:

1. Navigate to the State column
2. Click the three dots in the top right corner
3. Check the boxes for Illinois, Iowa, and Kansas
4. Click the “Filter” button at the bottom of the drop-down menu to confirm

Click the gear icon at the top of the grid to select which columns are visible.

Click and drag the column headers to the desired location in the grid.  

To sort results by a specific attribute like State, click on the column header for that attribute.

Click again to reverse the order. Clicking a third time will clear your selection.

You may sort by more than one column at once. You will see an arrow and number to indicate the direction and order in which the columns are sorted.

You can group data by category or type using a column or combination of columns. Simply click and drag the column(s) to the top left of the grid where it says “Drag a column header and drop it here to group by that column.” 

Example: To group facilities in the Facility List grid by state, click and drag the ‘State” column header to the top of the grid. 

Example: To group facilities in the Facility List grid by state and facility status, click and drag both column headers to the top of the grid.

You can use the "Export to Excel” button to save the grid to your computer as a Microsoft Excel Worksheet (.xlsx) file. If you have made any adjustments to the view or have filtered or sorted the data in any way, the export will reflect these customizations.

Some grids also include an “Email” button to share data via email, and/or an “Export to Calendar” button to export an ICS file for use in your Outlook or Google calendar. 

On pages like the Alarm Dashboard that have a vertical panel to the left of the grid, this panel can be hidden using the arrow icon at the bottom of the page. When the panel is collapsed, the arrow may be clicked again to re-open. It may also be resized by clicking and dragging the edge of the panel.

On pages like Important Dates that have a horizontal panel at the top of the page, this panel can be shown or hidden by clicking the arrow at the far right. But as a tip, clicking anywhere in the header will work to expand or collapse the panel!

You may expand the grid to the full size of your screen by clicking the “Full Screen” icon at the top right of the grid. To close the full screen, click the “Collapse” icon. 

For optimal performance, we limit the number of results that display by default. You can change this at any time by selecting a different value from the “items per page” dropdown at the bottom left of the grid.

If the grid appears zoomed in and you need to scroll to see more than a few rows at a time, you may need to adjust your web browser’s zoom level. 

Using Google Chrome or Microsoft Edge, you may zoom out by pressing the Ctrl and - (minus) keys together. To zoom in, press the Ctrl and + (plus) keys together.

If the columns are too wide, hover your cursor over the line between column headers until the pointer turns into an expand symbol. Click and drag the line to the desired size.

Some newer grids automatically convert units of measurement to the selected preferences in the user’s profile. 

To update your own unit and language preferences, click the arrow next to your username at the top right corner of the screen. Select “Unit & Language Preferences” in the dropdown menu.

Make your selections and click Save.

To update unit and language preferences for another user, navigate to User Setup in the Administrative Console and locate the desired user profile. Under Unit & Language Preferences, make the desired selections and click Update. 

The “Favorite” function is currently only available for the Facility List grid and the Client List grid.

If you click the star icon on to the far left of any row in these grids, that row will be automatically saved to the top of the grid any time you visit the page. You don’t even need to save the view!

When items in a grid can be edited, you will see a pencil edit icon at the far left of the grid. Clicking this icon will open a page or window where you can manage any editable fields from the selected row.

Some grids also include options to edit multiple records at once, either in-grid or as a bulk update.

The In Grid Edit feature allows you to edit existing records directly from the grid. 

At the top of the grid, click the Edit button, and select In Grid Edit from the dropdown menu. 

When enabled, the In Grid Edit feature turns grid cells into dropdown lists, allowing you to easily change values without opening each record's editor individually.

Click Save All to save changes and close the In Grid Editor. 

You may also close the In Grid editor without saving edits by clicking the Edit button, and selecting Cancel Grid Edit.

Another option is to make edits in bulk using the Edit Selected feature. This is a helpful tool for marking multiple events as complete at once, or uploading the same file to multiple records. 

To do this, you must first select one or more records in the Select column. You may click the checkbox in the column header to select all, or click individual checkboxes. 

Then, click the Edit button and select Edit Selected. 

The Edit Selected modal will include editable fields from grid, in this case, the Important Dates Details. You can remove fields you do not want to edit by pressing the minus icon, or add fields by pressing the plus icon. 

Selecting a value for any field will update that field for all selected records. Likewise, attaching a file will add it to all selected records.

Click Save to apply changes.