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Viewing your Data

Andrew Dotto Updated by Andrew Dotto

Views provide a quick way to display object data in a configurable, structured layout. Administrators can define default settings for filters, columns, sorting and time frames, allowing users to begin with a standard view that can then be adjusted to suit their individual needs.

With the appropriate permissions, users can also create and configure their own views, either by defining a completely new layout or by modifying an existing one.


Viewing Your Data

Data can be filtered by selecting an option from the VIEW combo box.  These combo boxes are available on all of the Main object pages, (eg. Customer, Order, Job, Worker, Project). The various options across the top of the View pane allow the user to control the display of data for various common data themes, such as Time Period, Status and Assigned Resource.

Users can modify the displayed columns to better suit their needs by selecting the Columns button. Any changes here will persist while the user is logged in, or until the user chooses a different default configured view. Logging out or changing a view will reset the configured view back to it's default configuration.

Clicking on this button will present the user with a list of possible columns to display. Selecting or Deselecting the options will add or remove columns to the view.

and then click back on your screen to see the changes applied.

 If you make a mistake at any point you can click on the Reset button to revert it back to the default version of the view. This will also remove any filters you have applied.


Filtering Views

Filtering on Views can be achieved by entering your required values in the Filter boxes and pressing Enter.

Selecting a value from one of the Static Filters will automatically refresh your view to show your selected data.

You can refresh your selection at any time by clicking the refresh icon


Exporting View Data

All views can be exported using the Export dropdown. Data can be exported in CSV or XLS format for use outside of DRS.

Views are limited to displaying the first 1,000 records to maintain system performance and ensure a smooth user experience. When using the export function, however, all records available within the view are exported, not just those currently displayed. For example, if a view displays 1,000 records out of a total of 5,000, the export will include all 5,000 records.

Note: The .xls format has a maximum row limit of 64,000. If you need to export more than 64,000 records, use the CSV option and open or import the file using Excel 2007 or later, which supports larger datasets.


User Defined Views – Profile Permitting

With the correct Profile permissions, Users can create user defined views that the creating user can see on login. Clicking the COG icon next to the Views dropdown

Will present the following options. Selecting Save will allow you to make changes to the existing View and save a personal copy of it. Using Save As will allow you to make a duplicate of the view as a personal view, with any changes that are appropriate for their specific use.

Selecting Save, or Save As will open the View Editor Screen where you can introduce additional columns, provide a name for the view, change column sizes and allow you to apply filters, sorting and rename the column headings

Make your changes and enter a new Name for your view, then click Save. 


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