NOTE: To group, sort or filter the Schedule View, the option to "Allow Grouping and Filters" must be enabled.
| 1. | Select Utilities > Configure > Schedule Settings from the Menu Bar. |
| 2. | Click the Allow Grouping & Filters option to toggle it on or off. |
Once set, this option will be retained by the system for future use.
Displayed data may be sorted either alphanumerically (the default setting) or reverse alphanumerically.
Applying a sort
| 1. | If necessary, apply a Grouping. Either: |
| • | drag a column title to the Grouping Area (green arrows indicate where the heading may be dropped into place); or |
| • | insert a new field name: |
| i. | Right-click in the Data Area. |
| ii. | Select View Options > " Edit Displayed Data" from the subsequent menus. |
| iii. | Drag the appropriate field name from the Customization box to the required point in the Grouping Area and release the mouse button. |
| iv. | Repeat if required, and then close the Customization box (click the cross in the top right-hand corner) to refresh the view of the data. (NOTE: The data refresh may take up to a minute to complete depending on the quantity of data affected. Do NOT attempt to re-close the Customization box whilst the data refresh is in progress). |
| 2. | Click the required group heading to enable the data sort. |
A sort may be applied to any or all of the Group (or Column) headings available.
Clearing a sort
| 1. | Right-click in the Grouping Area. |
| 2. | Select View Options > " Clear Sort" from the subsequent menus. |