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Grouping records in indexes and some tabs

This article explains how, on the grid screens i.e. the indexes and some of the tabs, you can change how the records are displayed, by using the Grouping function. This enables you to split the data into groups.

Written by Terence Cassidy
Updated over 2 months ago

You choose a column heading to group the data by, for example, you may want to group jobs in the Job Index by Employment Type so permanent jobs are in one group, temp jobs in a group and contract jobs a group.


To apply the grouping view

  1. On the grid, click on the column heading you are grouping by, such as Employment Type.

  2. Hold the left mouse button down and drag the column heading to the grey area above, where it says Drag a column heading here to group that column. Then drop the column between the two vertical black arrows that appear on the left (see below):

Group by heading 1

When you release the mouse, the records are now displayed split into groups (with the number of records in each group shown in brackets).

Group by heading 2

To view the individual records in a group, click the + (plus) sign to the left of each group section, or double click on the section to expand it. Click on the - (minus) sign to collapse the group. The records in each group can be sorted in ascending or descending order, by clicking on a column heading. A grey arrow in the column header indicates the order.


To group by more than column

  1. Drag an additional column heading into the grey area above (as you did with the first column header).

  2. Vertical black arrows appear. Drop the second column between the two vertical black arrows that appear on the left.

  3. Release the mouse. A blue line links the columns showing the order they are grouped by. The example below groups jobs by Employment Type, then by Status then by the Client name:

Group by more than one column

To remove the grouping view

  1. Drag the column heading/s back down into the row of columns again. The screen returns to its normal view.

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