Columns - Resize, re-order, add and remove

Customise your view by resizing, reordering, adding, or removing columns—so your data is always displayed the way you need it.

Instructions

Resizing the column width

1. In the record list, place your cursor on the edge of a column and drag it to adjust the width.
2. Your changes are saved as your personal default view, and you can update the width at any time.

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Re-ordering the columns

1. In the record list, click and drag a column to a new position, then drop it where you want it to appear.
2. Tip: Your changes are saved as your personal default view. You can adjust the column order again at any time.

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Adding/Removing columns

1. In the record list, select the Columns menu option.

   

2. A list of available column headings will display.

   

3. To add columns to the record list tick the applicable column name.
4. To remove columns, remove the tick.
5. Click Apply to save changes.

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Grouping Data

1. In the record list, select the Group by columns menu option.

   

2. A list of available column headings will display.

3. Select the column heading you wish to group by.

   

4. Click Apply to save changes.

5. The record list will display the records grouped by your chosen column heading, including a record count.

   

6. To clear the grouping, select Clear Grouping, located in the top right.