The Portal displays include toolbars that offer numerous options to manipulate and export the data.
Grid Toolbars - Grid displays show the toolbar at the top of the grid. Use this toolbar to Export the data using various formats, add it to your My Portal page, or show/hide the Filter fields.
Graph Toolbars - Some Prompt sections include a Show Tool Bars checkbox. Selecting this checkbox adds a toolbar to the bottom of each graphical display. Use this toolbar to switch between a Graph and Grid display format, add the graph to the My Portal page, or display it in Full Page format.
NOTE Toolbars can include any of these items:
Graph
Switch the display from a grid format to a graph format.
Grid
Switch the display from a graph format to a grid format.
Add
Add this particular display to your My Portal tab.
Delete
Remove this display from the My portal tab.
Full
Page
Display this graph in a separate browser window in full page format.
Layout
Charts and Graphs - Click this icon to view and modify a chart or graph layout. Options include whether or not to show the Chart Legend and Chart Labels as well as the maximum number of slices or bars to display.
Grids - Determine whether you want to change the default view. Click Save as Default and the settings are saved per user.
Show or Hide Paging – If this is set to False, all records display on one page. It also forces the Paging Toolbar to be hidden, even if that field is set to True.
Show or Hide the Paging Toolbar – If this is set to True, the Paging Toolbar at the bottom of the grid is visible no matter how many records are selected to display per page. If it is False, the Paging Toolbar is only visible if the record count per page results in multiple pages to navigate.
Show or Hide the Grid Toolbar – If this is set to True the toolbar at the top of the grid displays.
Select the Page Size – To determine how many records display per page.
Parameters
Modify the graph parameters such as a square footage range or filter type. The parameters change based on what graph is in focus.
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.