List Views

Info

A list view is a list of entries, for example, transactions, contacts, items or tickets.

Sections	Description
Caption	The name of the report (List View) at the top with an arrow to navigate back to the Tile Menu.
Buttons	Menu buttons with options and actions for the report.
Filter Bar	A blue filter bar displays the active filters after View (button) is clicked.
Data Filters	Data filters vary per report. They let you include or exclude data (e.g. statuses, dates).
Columns	Transaction or entry details (e.g. Item, Quantity, Price). The first column is usually a *Field Chooser () from which columns can be added or removed. Columns can be resized by dragging the line next to the caption. Columns include a Small Filter Icon (small funnel icon) which can be used to filter the contents in the column. The final column is a widget with additional functions for the entry. It does not appear in the Field Chooser ()* and cannot be hidden. Its functions are also on the context menu (right-click an entry).
Rows	Most rows include a context menu (right-click) with shortcuts to various functions. The context menu is also available from the last column (left-click). If there are more rows than fit on the screen, a scrollbar appears. Commands under the Actions button often work with multi-selected rows. (Use Ctrl + left-click to select more than one.)

Buttons Explained

Button	Description
View	Generates the report based on the selected data filters.
Arrow on View	Resets the data filters.
New	Creates a record or transaction.
Output	Prints, previews or emails the output if Output Templates are set up for the module. Export: Exports the list in .xlsx, .htm or .csv format.
Actions	The available actions, which depend on the view (e.g. to copy transactions or change multiple records at once).
Menu	Links to all the settings that apply to that view. Additional view-specific options. Layout

The Main Menu, which is customised and allocated to each user.
The Back button, which returns you to the Tile Menu.
The name of the report (list view) you are viewing.
Main Buttons and Filters for the module.
Filter bar which displays all the active filters, excluding column-specific filters (that is, filters that are created by right-clicking a column header).
Module-specific Filters.
Text Search to find a record with specific text. Only appears if there are entries.
Field Chooser (*) column from which columns can be added or removed.
Captions for the columns. Column headings can be right-clicked to display a context menu. Some reports have blue captions to indicate the fields may be edited. In this case, there is also an Edit button on the top row of buttons that toggles editing mode.
Entries on the list. Left-click the three dots (…) in the last column, or right-click anywhere on the row, to open the context menu. The entries on the context menu differ per report.