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Refresh button
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Click the Refresh button to manually refresh (update) the screen with the most recent sales information.
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Grid Layout Controls
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Complete the following to save a layout:
- Select the desired combination of filters, sorts, groupings, etc.
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Enter a name for the layout in the Default Grid Layout field.
Note: Some screens allow the user to modify and save changes to the default (Default Grid Layout) layout, though most do not.
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Click the Save button beside the field to save the current layout under the name in the field.
Select the desired layout from the Default Grid Layout drop-down to recall that layout.
Note: Select the Default Grid Layout option to recall the default layout.
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Use these controls on the screen as needed to modify the list.
- Enter a term (string of characters) in the Search field to display only records containing that term.
- Click the Clear Search (X) button to undo the Search field filter.
- Click the Clear All button to undo all filters.
- Click the Toggle Filters button to display filter controls at the tops of the columns. (Click again to hide the controls.)
- Click the Export to Excel (Table) button to export the data to an Excel file formatted like the screen.
- Click the Column Chooser button to hide or display individual columns.
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Data Center ribbon menu.
