Layouts refers not only to the columns you can see in the results grid, their relative positions left-to-right and widths, but also any optional grouping and subtotals you have applied to the data (details about applying grouping and subtotals to your data can be found in the topic Working With the Results Grid). You can think of a layout as a custom report produced on the screen; indeed you can export exactly what you see on the screen into Excel and print it from there.
You can have as many layouts as you need and save, edit or delete them. Layouts are stored within the database so they're shared between all users.
Two layouts are initially provided:
You can modify or delete these layouts if you don't want them.
The first time each user displays the Load Search window, the shared Default layout will be applied by default. From then on whenever they close the window their then-current layout settings will automatically be saved as their own default and applied the next time they open the window. This is independent of the layouts stored in the database that are shared between all users.
To select the columns you want to see in the results grid, click the Grid Options button to display the Grid Options window:
Simply tick the box for the columns you want to display. Click and hold the Preview button if you want to see to see what the results grid will look like with the selected columns. Click Apply to save your selections and leave the Grid Options window open, or OK to save your selections and close the window.
When you add additional columns to display using the Grid Options window they are initially placed at the right-hand end of the grid. You can move any column to its desired position by clicking and holding the mouse down inside the column header for the column and dragging it to its new position.
You can change the displayed width of any column by placing the mousepointer over the dividing line in the grid at the right-hand edge of the column header for the column whose width you want to change and dragging the cursor in the appropriate direction, in the same way as you would using for example Excel. Double-click the dividing line to automatically size the column to fit its widest contents (including the column heading text).
Layout Templates can be used just to show the data in the way a user likes. But they're ideal for users who need to be able to review the same data frequently. You can design your own layout and save it, and you or other users can re-use that particular layout over & over again as needed. The implementation has been designed so that there can be many layout templates; users can select whichever one they want to use for a particular purpose and at a particular time. Layout templates are independent of the actual load records returned by your search (see the topic Filters)
Once you've selected the columns you want to see, set their relative positions left-to-right and widths and applied any grouping or subtotalling (see the topic Working With the Results Grid) click the Save button under Layout Templates.
The Save Template window will be displayed. If this is a new template just type in the name you'd like to give it. If you want to modify an existing template, select the Save changes to an existing template radio button and select the existing template from the drop-down list.
Then click OK. The new template is now available for use by all users.
To re-use a saved template select it from the drop-down list under Layout Templates and click the Apply button. The layout will be restored and applied to any data already being displayed in the grid and any future searches until a different template is selected.
Remember that the layout currently being displayed when the user closes the Load Search window will automatically be applied when the window is next opened.
To delete an existing template select it from the drop-down list and click the Delete button. You will be prompted to confirm before the template is deleted.
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