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Information Resource Center

Customizing your view

Within My Locations, My Routes, and Quoting, you can customize your view of grid data and save the view for future use.

Managing your grid data enables you to:

To select/deselect specific columns for view:

  1. To see the list of available columns for view, click the down arrow to the right of the Columns field, located in the upper right corner of the page.

  2. Select/deselect the columns you wish to include/exclude in your view. A checkmark in the column indicates selection, whereas an empty check box indicates that the column is deselected and will not be displayed for view.

To filter a column(s) of data to limit your view:

  1. Click the empty Filter field, located below the column name to be filtered.

  2. Type the name of the filter to be applied to the column. For example, if you want to filter your view by a specific state, click the Filter field in the State column, then type the name of the state, such as Massachusetts. The resultant screen displays only those buildings that meet your filtered criteria.

    Note

    Blank fields or fields that do not display any data can also be chosen for filtering.

To arrange columns in the order in which you want to view them:

  1. Point at the column name that you want to move.

  2. Left click and drag the column name to the desired location on the page.

    Result: An up and down arrow displays to show you where you can drop the column. The column moves to the selected location on the page.

To save your view for future use:

  1. Click the Actions menu Eclipse-Vertical.png located in the upper right corner of the page.

  2. Click My Views > Save Current View.

  3. On the pop-up dialog box, provide a name for the view and click Create.

    Result: The newly named view then appears in a list for selection the next time you select My Views.