Watch a (2:47) video tutorial on Working with Grids in Jackrabbit
Wait! What is a grid?
Throughout your Jackrabbit database you will see grids, sometimes referred to as tables. These grids display the data you have entered into your Jackrabbit system.
Jackrabbit grids are very powerful - allowing you to group, sort, filter for specific information, and more!
Click HERE to view the grid 'anatomy' to get an idea of where everything is located and what things are called. The image will open in a new browser window so you can go back and forth to it as needed while reading this article.
There are many features in the grids that can be used to customize and work with the data displayed. Note: Not all features are available in every grid throughout Jackrabbit.
Drag and drop column headers to the grouping bar to create groups within your report.
- To sort your groups in ascending or descending order, click on the column header in the grouping bar.
- 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 in the grouping bar to change the grouping order.
- Use the X to clear a column from the grouping bar.
The data in a grid can be sorted using a few different methods:
- Click on the column header to sort. An arrow will display to illustrate 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 the column.
- To sort multiple columns drag them to the grouping bar where you can click on the column headers there to sort the grouped results. Note: If columns are sorted using both methods, the sorting indicated in the grouping bar overrides the sorting from the column headers.
Columns in the grids can be filtered from the column menu. More than one column can be filtered at a time.
There are several types of column filters. Some filtering will list all values in the column with check boxes and a search field while other filters allow you to define the filter with options such as "Is equal to" or "Contains".
When a column has been filtered, the column menu is highlighted in blue.
When one or more selections have been made in the selections column, you can use the mass actions available to work with several rows at one time, e.g., mass delete rows or tag notes.
Use the check box in the column header to select all records that are currently displayed or select rows using the check box. When you have made selections, the mass action icons will display.
Other Ways to Customize the Grids
- You can reorder the columns in a grid by clicking and dragging them to the spots you want them in. Two arrowheads indicate where the column will drop (behind the arrowheads).
- Pick and choose which columns you want displayed using the Columns option from any column menu.
- When you are working with a grid that has many columns you will use the horizontal scroll bar to see the information on the far right of the grid. From a column menu you can lock that column so that when you scroll horizontally, that column will remain in the display while the remainder of the columns scroll.