Grid menu options

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The main grids in AyaNova have menu options available just overtop of the grid that are specific to that grid.

 

MainGridMenu1

 

The screenshot below shows the grid menu options for the Parts grid in the Service navigation pane as an example

MainGridMenu2

 

These include the Print selection, the New... selection to create a new grid object, the maximum number of records to display in the grid, the Filter Drop List, and the Refresh button.

 

Print1 Print

Selecting the Print icon menu option from a main grid allows selection of a report template to print the displaying data for that grid.

 

For example, if you were viewing the Service Workorders grid, and you had filtered to show only service workorders that are set to Service Completed, then only those workorders displaying in the grid would print their data on any report you select.

 

Do note you may or may not see the same reports shown in screenshots in this manual. Additional sample report templates can be downloaded from the AyaNova Support Forum http://forum.ayanova.com  , or you may customize your own, and/or may contract a consultant to create specialty report templates.

 

Print2

 

New summary report and New detailed report are selected to create new custom reports from scratch. The New summary report provides access to all fields displaying in the grid, whereas if a New detailed report is displayed, additional fields not displaying in the grid may also be available for selection in a custom report template.

 

See also:

Creating a new report template

 

 

New1 New…

This menu option is to be selected to create a new object for the grid you are presently viewing.

 

For example:

 

To create a new service workorder, view the Service Workorders navigation pane grid and select the menu option New… which will begin the process of creating a new service workorder. Additional details in this manuals section “Service Workorders”

 

New2

 

 

To create a new client, view the Clients navigation pane grid and select the menu option New… which will open an empty client entry screen. Additional details in the manuals section “Clients”

 

New3

 

 

MaxNumberRow1 Maximum number of records to display

By default the grid will display up to a maximum of 100 records regardless of the total number of records the grid would display based on the sort order and filters used.

 

For example, lets say you are viewing the Service Workorders grid even if you had entered 600 workorders, by default only the first 100 based on the sort order and filter of the grid would display.

 

This is to maximize speed to display the grid.

 

If you want to see all records, regardless of the time it takes to display, then drop down and select All Records or if you want to see the first 500 that meet the sort and filter order, select 500 Records etc.

 

FilterSelect1 Filter Drop List

 

The Filter Drop List is where you can select to use no filter, or select a previously saved filter, or save a filter just created.

 

Save the filters you most likely use on a regular basis for future quick selection from the Filter Drop List instead of having to recreate the filter again.

 

See also:

Filtering a grid

Using the Filter Drop List

 

Refresh1 Refresh...

This is to refresh the grid to display recently entered data. AyaNova will automatically refresh all main grids approximately every 5 minutes but use this if you want to refresh immediately.