Action Shortcuts

Use the Action Shortcuts available on most table-style screens to export  the data using various formats, print the table, show/hide the Filter fields, modify the layout, and more.

This is a sample of some shortcuts:

Shortcuts

The following list describes all the available shortcuts (all screens do not include all shortcuts).

Layout

Determine whether you want to change the default view. Click Save as Default and the settings are saved per user.

Export to Microsoft Word, Excel, CSV, and PDF

This selection is available for tables and grids only, to export data to various external formats for further customization and analysis.

Print

Print this display.

Hide Filters

Grid and table displays can include a row of fields that are used to filter the data in the display. Use this control to hide that row of filter fields.

Show/Hide Paging

Use this grid icon to either display all records on one screen (no paging) or display a certain number of records per page, which may result in several pages of data. Page navigation, and the control to determine how many records to display per page, are located at the bottom of the grid.

Related Topic

Front Desk Portal Overview