Managing the Reports Manager Grid

The Reports Manager grid allows you to review and access reports. You can organize grid data in various ways, such as by sorting and grouping. Some behaviors for managing grid data, such as copy, paste, and print, follow Microsoft® standards. Additional grid components exist on the right-click menu and in the grid itself.

ClosedSearching for Values

The Find function allows you to find exact or partial values in a grid.

  1. Right-click in the grid and select Find from the menu to display the Find window.
  2. Enter the complete criteria to search for specific records or partial information to search for similar matches.
  3. Note: You can enter alpha, numeric, and special characters to locate records.

  4. Click Find Next to identify each instance of your criteria in the grid. To search for another item, enter new criteria in the Find box and click Find Next.
  5. Click Cancel to exit the search function.

ClosedSelecting Columns

Right-click the grid header row and select Column Selection from the menu to display the Column Selection window, allowing you to select and order the columns for the grid. You can also reset the grid to the default view.

Note: The Report Origin column displays one of the following icons to indicate whether the report is a standard or custom report:

Standard report.
Custom report.  

ClosedResizing Column Width

You can resize the widths of grid columns by hovering over the right margin of a column to display outward pointing arrows. The arrows indicate the cursor is in the correct position to resize the column width. You can then click and drag the column margin to a new position.

ClosedSorting Records

Click a column header or right-click a column header and select Sort > Sort Ascending or Sort > Sort Descending to sort the grid by that column. An arrow displays in the selected column header, indicating the column by which the grid was sorted. The direction of the arrow, up or down, indicates the sort order, ascending or descending. If you right-click in the grid and select a sort option, the grid is sorted by the column that was last used.

To sort the records by multiple columns, hold the Ctrl key while making your selections. The first column selected will sort first, then each successive column.

ClosedGrouping Values

Expand or collapse the group by area by clicking the bar located directly above the column headers when collapsed. Drag any of the column headers to the Group by area. The data will automatically group based on identical values in the column.

You can also drag additional column headers to the group by area to nest groupings. If necessary, you can change the order in which the records are grouped by dragging the column header to the left or right of another column header.

Once the columns have been grouped, the grid displays a collapsed Group by title row identifying the following:

  • The value from the column used for the grouping
  • The number of records in that group

To return the grid to the default view, remove the column headers from the group by area. The grid refreshes, removing the previous groupings and displaying columns in an ungrouped manner or grouped by any columns that remain in the group by area.

Printing and Exporting Grid Information

See Printing Reports and Exporting Reports for information about these grid functions.