Grid and advanced filter
🗂️ Grid Toolbar & Filters
📊 Grid Toolbar
The toolbar appears above every list/grid in the application and contains the following options:
Option | Description |
|---|
Option | Description |
|---|---|
ColumnChooser | Show or hide specific columns in the grid |
Presets | Save and load your preferred column layout |
Export icons | Export the grid data to a file (e.g. Excel, PDF) |
💡 Tip | Reminder that you can right-click on the grid to add new records via the context menu |
🔍 Search | Click the magnifying glass to open an inline search bar — type to filter results instantly, use the ← arrow to close it |
📄 Pagination Bar
Located at the bottom of every grid in the application.
Element | Description |
|---|
Element | Description |
|---|---|
⏮ |< | Jump to the first page |
◀ < | Go to the previous page |
Page numbers (1, 2, 3 ... 10) | Click any number to jump directly to that page — current page is highlighted in blue |
▶ > | Go to the next page |
⏭ >| | Jump to the last page |
Items per page | Dropdown to select how many records are shown per page (default: 100) |
Page info | Displayed on the right — shows current page, total pages and total number of records (e.g. 1 of 10 pages (1000 items)) |
🔢 Return Rows (top right)
The dropdown in the top right corner controls how many records are loaded at once:
Option | Description |
|---|
Option | Description |
|---|---|
Return 20 rows | Load 20 records |
Return 50 rows | Load 50 records |
Return 100 rows | Load 100 records |
Return all ⚠️ | Load all records — use with caution, this can impact performance on large datasets |
🔎 Advanced Filter
Toggle the Advanced filter switch to enable advanced filtering. Once active, you can build custom filter conditions:
Logic operators:
AND — all conditions must be true
OR — at least one condition must be true
Adding conditions:
Click ➕ Add Condition to add a new filter rule
For each condition, select a field from the dropdown (e.g. Is active, Report ID, Name)
Click ✕ next to a condition to remove it
🔍 Filter Reports by Word (used in query)
A special search panel that allows you to search through report content:
Section | Description |
|---|
Section | Description |
|---|---|
Text/code to search | Enter the word or code you want to search for within reports |
Active reports ✅ | Search within active reports (checked by default) |
Drilldown reports | Include drilldown reports in the search (unchecked by default) |
▶ Click the Play button to run the search.
🔧 ColumnChooser
A popup that appears when clicking ColumnChooser in the grid toolbar. It allows you to show or hide specific columns in the grid.
Element | Description |
|---|
Element | Description |
|---|---|
🔍 Search | Type to quickly find a specific column by name |
☑️ Select All | Check/uncheck all columns at once |
Column checkboxes | Each column is listed with a checkbox — check to show, uncheck to hide |
OK | Apply the selection and close the popup |
CANCEL | Discard changes and close the popup |
💾 Presets
A popup that appears when clicking Presets in the grid toolbar. It allows you to save and load preferred column layouts.
Element | Description |
|---|
Element | Description |
|---|---|
➕ | Create a new preset |
✏️ | Edit the selected preset |
🗑️ | Delete the selected preset |
Preset | Dropdown to select an existing saved preset |
CANCEL | Close the popup without changes |