Using the Grid

The Grid view is a powerful way to manage and interact with your data in a clear, table-style layout. This guide will walk you through the key features and actions available in the Grid, including sorting, filtering, and grouping, helping you work more efficiently and get the most out of your data.

Icons

Most Grids include an Icons column that visually highlights key information about each record. Common icons are shown below, while module-specific icons are detailed in their respective sections of the Help Center.

Icon	Description
	Indicates the Record has related attachments.
	Indicates the Record has related photos.
	Indicates the Record has related comments.
	Indicates the Record is flagged as Critical.

Add/Remove Columns

You can easily customize which columns appear in the Grid to suit your needs:

1. Open the Column Selector
   Click the hamburger menu (three horizontal lines) located to the right of any column header.

2. Show or Hide Columns
   In the dropdown menu, select Columns. Then simply check the columns you want to display, or uncheck the ones you want to hide.

Once added, columns can be resized or reordered by dragging the header.

Sorting

You can sort the data in the Grid to quickly organize information:

Sort by Clicking Headers
Click directly on any column header to sort the data alpha-numerically. Click once for ascending order and again for descending.

A small arrow icon (▲ or ▼) will appear in the header to indicate that a sort is applied and which direction the data is sorted.

Use the Menu to sort
Alternatively, click the hamburger menu (three horizontal lines) to the right of a header and choose a sorting option from the dropdown menu.

You can change or remove sorting at any time by repeating the steps above.

Grouping

You can group data in the Grid to organize rows based on shared values:

1. Group by a Column
   Click and drag a column header into the blue grouping bar above the Grid.

2. Create Sub-Groups
   Drag and drop additional headers into the grouping bar to create nested groupings (e.g., group by Department, then by Manufacturer).

3. Remove Groupings

To remove a grouping, drag the header out of the bar or click the "x" button on the header in the bar.

Grid Filtering

You can filter data in the Grid to search for specific entries based on keywords and/or date ranges:

1. Filter Text Fields
   For text-based columns, a search bar appears beneath the header. Simply type a keyword to instantly filter results that match.

2. Filter by Date
   For date columns, use the Start Date and End Date fields to define a range.

You can use either field independently or both together to narrow the results, in this example the search results will show Log Entries between the specified dates for the Equipment “Main Engine Stbd“.

Filters can be combined across multiple columns to refine your view. Clear filters using the “x“ button.