Summary

Use Customise Columns to manage the columns that you want displayed in the grid and the order of the columns.

Procedure

You are on the Employees grid.

1. Right-click the grid to see the menu.
2. Click Customise Columns (Ctrl+U).

   The Customise Columns window appears.

   

    

   • To add a column to the grid, click the check box for the required column in the Available Columns list

     -or-

     Click the required column in the Available Columns list and click the move right icon.

   • To remove a column from the grid, click the required check box in the Selected Columns list to deselect the column

     -or-

     Click the required column in the Selected Columns list and click the move left icon.

   • To change the order of the columns, click the required column and then the move up and move down icons.

     Note: Although you can include "Notes (shown below record)" in your grid report, they are often displayed on top of other information for that record.

3. Click OK.
4. To save your changes, right-click the grid and select Save GRID Layout.
5. In the Layout Name field, type a name for your layout and click OK.

   Your customised grid is now saved for future use.

To display a saved grid

1. In the grid, click the View GRID Layouts tab.
2. Right-click the required record and select Activate GRID Layout (Ctrl+Q).
3. Click the View Entities tab to view the selected grid layout.