Work with Grids (Tables) in Jackrabbit

lGroupinglSortinglFilteringlTake ActionlOther Customization




What is a grid?

Throughout your Jackrabbit database you will see grids, sometimes referred to as tables. These grids display the data you have entered into your Jackrabbit system. 

Jackrabbit grids are very powerful - allowing you to group, sort, filter for specific information, and more. There are many features in the grids that can be used to customize and work with the data displayed. Note: Not all features are available in every grid throughout Jackrabbit.

Grouping

Drag and drop column headers to the grouping bar to create groups within your report. 

  • To sort your groups in ascending or descending order, click on the column header in the grouping bar.
  • When multiple columns are added to the grouping bar, the first column on the left is the first level of grouping. The second column added to the grouping bar will group the rows within the first column, etc. 
  • Click and drag the column headers left or right within the grouping bar to change the grouping order. 
  • Use the X  in the column header to clear a column from the grouping bar.

Sorting

 The data in a grid can be sorted using a few different methods:

  • Click on the column header to sort. An arrow will display to illustrate the current sorting order; no arrow indicates that no sorting has been done on the column. 
  • Use the column menu to access the sorting options for the column.
  • The grouping bar allows you to sort your grouped data by multiple columns, creating custom sort levels. Click on the column headers after they've been dragged to the grouping bar. Note: If columns are sorted using both methods, the sorting indicated in the grouping bar overrides the sorting from the column headers.

Filtering 

There are two different methods of filtering grids, using the column menu or the filter drawer. The option available will differ depending on the grid you are working with. It will be either the column menu or the filter drawer; you won't find both options in the same grid.

Column Menu Filtering

Columns in the grids can be filtered from the column menu.  More than one column can be filtered at a time. Click the column menu and select the Filter option.

There are several types of column filters. Some filtering will list all values in the column with check boxes and a search field while other filters allow you to define the filter with options such as "Is equal to" or "Contains".

Filter Using Criteria in the Filter Drawer

Several grids use a filter drawer to organize criteria choices that can be used to narrow down the results displayed in the grid. 

Within the drawer, the criteria are organized into sections. There are many choices available, use the search field at the top of the drawer to locate a specific criteria and be taken directly to that section. Use the Expand All link to open all sections or the arrow next to each section header to open individual sections. Click the Apply button to filter the data in your grid using the criteria you selected; these filters will display in the breadcrumbs.

Take Action 

Use the various action icons to work with the grids and the data in them. Some actions can be applied to multiple rows at a time by selecting the check boxes for the rows you want included in the action (mass actions). Note: the action icons offered will vary between the different grids in Jackrabbit.

Use the Save icon to save the choices you've made (the current view) as a favorite. Favorites can be private or you can choose to share them with your team.
The Star icon will allow you to load a previously saved favorite. Search for a favorite or use the drop down to select.
Use the Add icon to create a new record, e.g., with the Add icon in the Staff Certifications grid you can add a new staff certificate, in All Families use the Add icon to add a new family.

Mass Actions

Mass actions allow you to work with multiple rows in the grid at one time. Note: Each page in a grid displays a maximum of 250 rows of data.  

Use the Send icon to open the email editor and send an email.

  • Select the check box for the rows you want included in the email. You can select individual rows across multiple pages.
  • To send to all rows currently displayed on a page (max 250/page) select the check box in the column header. 
  • To email ALL rows on ALL pages, leave all check boxes empty. All results will be included, and you can clear rows in the email preview if needed.
When one or more rows in a grid are selected, use the More icon to access actions that can be taken with multiple records at once. The options available will differ between grids, e.g., in All Families you can update Family Fixed Fees or Family Discounts and in All Students you can add a note to multiple student records at once.

  • Select the check box for the rows you want included in mass action. You can select individual rows across multiple pages.
  • To include all rows currently displayed on a page (max 250/page) select the check box in the column header.
  • If there are multiple pages of results, and you want to include ALL rows in the mass action, work page by page using the check box in the column header to select all rows displayed on the page.

Other Ways to Customize the Grids

  • You can reorder the columns in a grid by clicking and dragging them to the spots you want them in. Two arrowheads indicate where the column will drop (behind the arrowheads).
  • Pick and choose which columns you want displayed using the Columns option from any column menu.
  • When you are working with a grid that has many columns you will use the horizontal scroll bar to see the information on the far right of the grid. From a column menu you can lock that column so that when you scroll horizontally, that column will remain in the display while the remainder of the columns scroll.