You can perform the following customizations to the Main Grid. You can click on an option below to be taken directly to detailed instructions:

• Adding Columns

• Removing Columns

• Sort Columns

• Align Column Data

• Rearrange Columns

• Resize Columns

• Filter Columns

• Print the Grid

• Export the Grid to Excel

• Zoom In and Out

• Save Layout

Adding a Column (Method 1)

1. Right-click on any column header and hover your mouse pointer over Columns in the list provided.

2. This opens a list of available columns. If the column name has a check next to it, the column is currently being displayed in the grid. If the column does not have a check next to it, the column is currently not being displayed in the grid.

3. To add a column, click on the column name you want to add. This places the column in the rightmost position on the grid.

Adding a Column (Method 2)

1. Right-click on any column header and then click Field Chooser.

2. The Field Chooser window displays. Any available column not currently displayed in the grid is listed.

3. Click on the column you want to add and drag it to the column headers on the main grid.

4. When you get close to the borders of two columns, small red arrows appear. These indicate where the column will be placed when you "drop" it.

5. To drop the column into place, release the mouse button.

Removing a Column (Method 1)

1. Click on any column header and drag it to another area of the screen (like the Detail pane) and then release the mouse button.

Removing a Column (Method 2)

1. Right click on any column header and hover your mouse pointer over Columns in the list provided.

2. This opens a list of available columns. If the column name has a check next to it, the column is currently being displayed in the grid. If the column does not have a check next to it, the column is currently not being displayed in the grid.

3. To remove a column, click on the column name you want to remove.

Removing a Column (Method 3)

1. Right click on any column header and select Remove This Column.

Sorting a Column (Method 1)

1. Click on the name of the column you want to sort in the column header. This causes the column to sort ascending (A to Z or 0 to 9).

2. To cause the column to sort descending, click the name of the column in the column header again.

3. Each time you click the column name in the column header, it toggles the sort between ascending and descending.

Sorting a Column (Method 2)

1. Right click on the column header of the column you want to sort.

2. From the list provided, select either Sort Ascending or Sort Descending.

Sorting a Column (Method 3)

1. Click on the icon that looks like a funnel (located to the right of the column name in the header).

2. From the list provided, select Sort A to Z (ascending) or Sort Z to A (descending).

Aligning a Column

1. Right click on the column header of the column you want to align.

2. From the list provided, hover your mouse pointer over the word "Alignment".

3. This opens a new list. Select Left to left justify the column. Select Center to center justify the column. Select Right to right justify the column. Select By Type to justify the column based on the type of data in the column (for example, by default, text is left-justified and integers are right-justified).

Rearranging Columns

1. Click on the column header of the column you want to move and drag it left or right along the column headings.

2. As you reach the border of a column, small arrows appear indicating where the column will be placed if you "drop" it.

3. To drop the column into place, release your mouse button.

Resizing Columns (Method 1)

1. Click on the right border of the column you want to resize.

2. Drag the border to the right to increase the size of the column or to the left to decrease the size of the column.

3. Release the mouse button when the column is at the size you want.

Resizing Columns (Method 2)

1. Right click on the column header of the column you want to resize.

2. From the list provided, select Best Fit.

3. The column resizes itself to the minimum size necessary to still see all the data in each row of the column.

Filtering a Column

1. Click on the icon that looks like a funnel (located to the right of the column name in the header row).

2. There are two types of filters you can select from: Text Filters and Value Filters.

3. To filter by the contents of the column, hover your mouse pointer over Text Filters. This opens a fly-out allowing you to specify how you want to filter the column. For example, on the Employee Grid, you can filter the Temp Status to only show a specific status by using the Temp Status is equal to field. Or you could filter the Temp Status to only show statuses that are NOT a specific status by using the Temp Status is not equal to field. NOTE: If you enter more than one text filter, StaffSuite treats it using AND logic. In other words, if you state that the text must start with N and must contain an O, then both must be true for the data to appear in the grid.

4. To filter by the values in the column, hover your mouse pointer over Value Filters. This displays a list of all of the values in that column in every row of the grid. To filter out a value, click on the value to uncheck it. The value will no longer appear in the column. To remove the filter on that value, click on the value again to check it. The value will now appear in the column.

5. To remove all filters on a column, select the Clear Filters From option (located on the same menu as the Text Filters and Value Filters options). You can tell if there are no active filters on a column by looking for a small "x" to the left of the filter icon. If you see an "x", there are no active filters on the column. If you do not see an "x", there are active filters on the column.

6. To remove all filters from all columns, right click on any row in the grid other than the header row and select Clear All Filters.

Printing the Contents of the Grid

1. Right click on any row in the grid except the header row and select Print.

2. The grid goes away and is replaced by Print controls. Using these controls, you can preview each page, determine how pages are presented in the control, zoom in and out and see your page margins.

3. When you are ready to print, click Print. This sends data to your computer's default printer. If you would rather not print the data, click the Close button to return to the grid.

Exporting the Contents of the Entire Grid to Excel

1. Right click on any row in the grid except the header row.

2. Select Export All to Excel.

3. Excel opens a spreadsheet with the grid data included.

Exporting the Contents of Specific Rows to Excel

1. Select the row(s) for which you want to send data to Excel (use CTRL-click and Shift-click to select multiple rows in the grid).

2. Right click on one of the selected rows and select Export Selection to Excel.

3. Excel opens a spreadsheet with data from the selected rows included.

Zooming In and Out

1. To zoom in (make the data in the rows larger), right-click on any row except the header row and select Zoom In.

2. To zoom out (make the data in the rows smaller), right-click on any row except the header row and select Zoom Out.

Saving Your New Layout

1. Once you have customized your grid to your liking, right click on any row except the header row and select Save Layout.

Click the light bulb icon above (upper right) or click the back arrow below to return to the Main Grid topic. From there, you can return to the StaffSuite's Main Window topic and explore a different part of StaffSuite's main window or continue your step-by-step introduction to StaffSuite.