Menu filters

Each back office reporting has filters located above the table of each menu:

It is possible to close the filter bar by clicking on the black arrow . This saves space to display more rows of the table:

By default, the 'Apply' button is grayed out. It becomes active when the necessary fields are filled in. The 'Clear' button allows to remove filters from the menu.

Search bar

The search bar, located at the top center of some menus, allows you to quickly search for data in the table displayed on the screen (including columns not displayed).

Add/remove columns from tables

You can add or hide the desired columns in a table. To do this, click on the 'Column Settings' button on any column header, then click the second tab :

To add or remove a column from the table, simply use the check boxes. Columns are added/removed directly.
To easily find a column to add/remove, use the search bar available at the top of the list.

Column position and width

Change the position of the columns

1. Select the column header;
2. Drag and drop it into the desired position.

It is also possible to create frozen columns by clicking the 'Column Settings' button. on the desired column header, then in the third tab :

Frozen columns will appear in the center, while columns frozen to the left or right will appear on either side. Example:

Change column widths

Place the mouse between two column headers. The cursor changes shape. Click and drag the cursor horizontally to change the column width.

It is also possible to double-click when the cursor changes shape to automatically resize the column, or use the options:

Sort columns

Sorting can be performed by clicking on the header of the desired column:

• The first click will sort ascending;
• The second click will sort descending;
• The third click will remove the sorting.

The user can see in the column header what sorting is performed, as well as the sort order:

Filter columns

To filter the contents of the columns, click on the 'Column Settings' button. of the desired column, then click on the first tab :

To apply a filter, click on the button
To deactivate a filter, click on the button

When a filter is enabled on a column, this is visually indicated on the column header:

Group columns

To perform a grouping:

1. Click and hold on the header of the desired column;
2. Drag the column header into the blue 'Drag and drop a column here to group' banner

Or click on the 'Column Settings' button on the desired column header, then in the third tab , choose “Group by…”:

By default, the grouping has no sorting. Click on the 'Group' column header on the left to change the sorting.
To remove a field from the grouping, click on the cross, reposition the column header in the body of the table or use the "Ungroup by..." option.

There is no limit to the number of groupings that can be performed. Example with 3 grouped columns:

Paging

All tables are composed of a pagination system which allows you to choose the number of lines to display, and the number of lines that can be displayed:

1. Number of rows that can be displayed following the selection of menu filters and column header filters.
2. Number of rows displayed per page (default 50). The single-selection drop-down list contains the values 50, 100, 200, 500 and All (only for the Items, Route Sheet and Warehouses menus).
3. Current page number
4. Total number of pages

	First page
	Previous page
	Next page
	Last page

Views

The view system allows you to save the state of the table so as not to have to redo filtering, sorting, grouping, etc. actions. The views are specific to each user and each menu.

To create a new view, click the 'Add View' button and give it a label. In the drop-down list, it is then possible to select a view or delete one.

If a view is selected, the background shade turns blue, it is then possible to rename the view, save the changes made or delete it:

Create charts

After selecting a data range containing numbers, right-click and select "Graph Selection". Choose a chart type to create it:

By hovering over the right area of the graph, buttons appear:

• allows access to chart settings;
• allows you to show or hide the table data that is taken into account in the table;
• allows you to download the graph in .png format

Chart Settings

The "Graph" tab allows you to change the type of graph, and the colors used:

The "Data" tab allows you to select which data will be displayed on the abscissa (Categories) and which data will be displayed by categories (Series):

The "Format" tab allows you to format the chart as you wish: add a title, a background to the chart, the label for each series, a zoom system and much more.

Other features

Export Excel

It is possible to export all tables to Excel by right-clicking and choosing "Export (.xlsx):

Summary

By selecting a range of cells, or selecting different cells while holding the "ctrl" key, the table shows the average, the number of non-empty cells, the minimum and maximum value, as well as the sum:

If a filter was applied, the number of filtered rows is shown on the total row count.

Shortcuts

Ctrl+X: cut selection
Ctrl+Z: undo the action (limited to 10 actions)
Ctrl+Y: redo the action (limited to 10 actions)
Ctrl+A: select the entire table
Ctrl+C: copy selection
Ctrl+V: Paste selection from clipboard
Click, then shift+click: Selects cells between the two clicks (also works for checkboxes)

It is also possible to right-click on tables to cut the selection, copy the selection, or copy the selection with column headers or header groups, and create charts: