PERSONALIZING TABLE LAYOUTS

Most any transaction that presents results in a table format can have a custom layout created that you can save for later use.

We’ll use the Employee Information report as an example. If you are familiar with this report, you know it has many, many columns of information.

Part 1: Changing the Layout

Once you have the report results, look for the “Layout” selections. This entry point for changing a layout may look different on various links. It is either shown as a toolbar or a dropdown menu.

A dialog box (shown below) will open. We’ll work through this screen tab-by-tab.

Tab 1: Displayed Columns

Select columns you no longer want in the “Displayed Columns” list, then click the right arrow to move them to the “Column Set,” a list of available columns that are not showing in the report. (The left arrow will put them back.) Remember, if you hold down the Control key while clicking, you can select multiple individual rows. Hold down the Shift key while clicking to select a range of rows.

To change the order of columns, select the item, then use the arrow buttons to reposition them.

Tab 2: Sort Order

The Sort Order tab works similarly. Move the items you want to sort by to the left pane, then arrange so the first item to sort by is at top. It is helpful to arrange the columns so that the column you are sorting by is at the left. For example, if you sort by the last name, make last name the first column.

Tab 3: Filter

The Filter tab allows for you to further choose which records are showing (e.g. “Active” employees).

Choose which fields will be used for filtering, and add them to the left pane

Click on each, then at the bottom choose the filter (funnel) icon and set the values for the filter

Tab 4: Display Settings

Column and row formatting (stripes, borders), print options, and other features can be changed here.

The Result of Our Example

With these changes, the folloiwng is possible; elimination of the horizontal scroll bar, alternating row colors, data sorted/grouped for our needs. Unnecessary records and details are removed.

Part 2: Saving the Layout

When done, click “Transfer (Enter)” (white checkmark) to update the results. To keep the layout, choose the “Save Layout” button. “Save” is also an option during “Change Layout”.

Options When Saving

Enter the requested values, then choose the white checkmark.

User-Specific (Recommended!) = Check this box so only YOU will be able to use and change it

Default Setting = Check this box so that this is the layout that automatically loads every time you run the report

Part 3: Using an Existing Layout

To use a previously-created layout, chose the “Select Layout” button.

The dropdown at the top allows you to filter the available layouts to “User-Specific” variants that you saved.