Work with the Information in Grids

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Group Your Data

Drag and drop column headers to the grouping bar to create groups within your report. 

• Click on the column title in the grouping bar to re-sort the column in ascending or descending order.
• When multiple columns are added to the grouping bar, the first column on the left is the first level of grouping. The second column added to the grouping bar will group the rows within the first column, etc. 
• Click and drag the column headers left or right within the grouping bar to change the order. 
• Use the X  in the column header to clear a column from the grouping bar.

Sort and Filter Data in the Grid

There are multiple ways you can sort and filter data in a grid. Select the options that work best for you:

You can reorder the columns in a grid by clicking and dragging them to the spots you want them in. Double arrowheads indicate where the column will drop (behind the arrowheads).
Click on the column header to sort in ascending or descending order. An arrow displays to show the current sorting order; no arrow indicates that no sorting has been done on the column.
Use the column menu to access the sorting options for each column. Ascending order Descending order
Multi-sort columns in the grid, for example: Click the Family column header to sort the column in ascending order A-Z (as on the right). An up arrow and the number 1 indicates this is the 1st column in the sort. Next, click the Status column header and all the active families will be listed first in the grid. An up arrow and the number 2 indicates this is the 2nd column in the sort. The column width expands to show the sorting information.
Click Columns in the column menu to select the columns you would like to view in your grid.
Click Set Column Position in the column menu to lock/unlock a column. When a column is locked, you can scroll horizontally, and the column will always remain in the display. Use the horizontal scroll bar (lower right when visible) to move the grid from left to right.
Click Filter in the column menu to drill down further into your column data (only available in some grids). More than one column can be filtered at a time. Applied filters display in the breadcrumb bar. The column menu for a filtered column is highlighted in blue. Column filters vary depending on the data in the column. Some filtering will list all values in the column with checkboxes and a search field while other filters allow you to define the filter with options such as "Is equal to" or "Contains".

Take Action

Each grid is designed to provide ease of use and to simplify different actions you may want to take. Work with an individual record (e.g., a specific family), or apply an action to several records at once (mass action).

Action Icons

Located on the right-hand side of the grid, the action icons available will vary between grids.

	Click the Adjust columns icon to squeeze or expand the columns in the grid. Squeeze grid allows you to see all the columns on the page, Expand grid makes the columns wider and you may have to use the slider (bottom right) to horizontally scroll, depending on the number of columns in the grid. Either view can be saved as default or favorite view.
	Send a Message - Choose to send an email, push notification, or text message to chosen recipients in the selected records, e.g., Primary Contacts only, or Primary, Billing, and Other Contacts.  Select the checkbox for the records (e.g., families or students) you want to be included in the message. You can select individual records across multiple pages. To send to all rows displayed on a page (max. 250/page), select the checkbox in the column header.  To send to ALL records on ALL pages, leave all checkboxes empty. All records will be included.
	Use the Refresh Grid icon to reload the data in the grid after making a change.
	Click the Add New icon to open a pop-up window to add new data. This icon is visible depending on which grid you are viewing, for example, on the Staff Certifications page Add New Certificate window opens or on the All Families page an Add New Family window opens.  If any rows are selected in the grid, an Add New icon will not be visible.
	Use the More icon to access actions that can be taken with one or more records at once. The options available will differ between grids, e.g., in All Families, you can update Family Fixed Fees, Family Discounts, Clear UDF Answers, and more. In All Students, you can update Student Fixed Fees, Add a Note, and more. Select the checkbox for the rows you want to have included in mass action. You can select individual rows across multiple pages or select the checkbox in the column header to select all rows currently displayed on the page (max 250/page). Print and Export functions (where available) are accessed from the More icon. Depending on how you have customized the grid, printing may take some setting adjustments. Check out this short video tutorial Print from Grids in Jackrabbit for tips.

Row Actions

Click on the Row Menuto access actions that can be taken with the record in that row. The row actions offered will vary between the different grids in Jackrabbit and may include:

• View/Edit - click on the link to open the content in the row and make changes.
• Delete - remove a row from that grid.
• Add a Note - add a note to the record.
• Additional actions - click on the row menu to see the other action options.

Data Visuals

Some of the grids in Jackrabbit have visual elements, referred to as data visuals. Click on the sections of the visual to see the information populate in the grid results. 

In addition, there is a filter drawer to make additional selections that narrow down results in the grid. Within the filter drawer, the criteria are organized into sections. Use the search field at the top of the drawer to locate specific criteria and be taken directly to the matching filter. Use the Expand All link to open all sections or the arrow next to each section header to open individual sections. Click the Apply button to filter the data in your grid using the criteria you selected; these filters will display in the breadcrumb bar. 

• Save your filtered data as a Favorite. Once filters are selected, click the Save as favorite (icon), enter a favorite name, choose if you want to make the favorite a default view, and decide if you want to share with your team. Your filtered data, column width, column locked positions are all saved. Click Save.
• Load a Favorite by clicking on the Favorites (icon), select your saved favorite from the drop-down list, and click Load. The grid populates the data and the breadcrumbs indicate the selected filters.

Refer to Work with All Families - View, Search, and Take Action, Work with All Students - View, Search, and Take Action, and Work with All Classes - View, Search, and Take Action for more details on the All Families, All Students, and ALL Classes data visuals.