Once you click a page on the main menu, a data grid displays the records available on that page. The data grid looks like a spreadsheet of columns and rows, which is ideal for maximum data visibility. Each row represents a specific record on that page, and each column displays a certain field related to that record. When scrolling, you can visually see the first 1,000 records on a page—but you can search for, select, report on, and more with records beyond that 1,000 mark.

Use view rules to color code fields and draw attention where you need it most. And notice that the select boxes stay visible when you scroll!

Views

The View drop-down list displays in the top center of the data grid. A view is a predefined filter of the records on a page (for example, "BG Checks by Date Submitted"). Each page's data grid initially displays a default view, but you can change the view as needed.

Think of views as windows to your database; they always display the records that currently match the filter you applied. They are dynamic, and records are removed or added based on your criteria.

Selections

The bottom right of the data grid displays the selection drop-down. A selection is a static gathering of records. Each page's data grid initially displays the All Records selection, but you can use the selection drop-down list to change the selection.

Open Records

Each row in the data grid represents one record in your database, and you can open these to view or edit them (depending on your security roles). Click a row to open the record.

Different tools and reports are available based on the type of record and your security roles. Note that any actions you take only apply to the open record. For example, if you run a "Selected Report" from an open record, the report will only include the open record, not any records you may have selected on the tabs.

Record Counts

The bottom of the data grid displays record counts. The bottom left shows the total number of records based on the selected view or search term.

Columns

You can do the following with the columns in the data grid:

• Reorder – The columns on the data grid display in a certain order based on the specific view. To reorder the columns on the data grid, place your cursor on the column header of the column you want to move and click and drag the column header to the desired place.
• Sort – Typically the data grid sorts by the first column (sorted descending if the column contains dates, and otherwise sorted ascending) by default, unless a custom view applies a custom sorting value.
• Resize – The columns on the data grid default to a certain size. To resize the columns on the data grid, place your cursor on the seam of the column you want to resize. When the arrow icon appears, click and drag the column seam to the desired size.

These changes save per workstation and per page as part of your browser's cache. If you clear your cache or use a different browser, the system won't remember the customization you applied.

Troubleshooting

Data grid not loading as expected? Check the following:

If this doesn't work, ask your SPoC for help.