Accessing Grid View from the Home Page
While your Home Page is perfect for finding and viewing records, Grid View is a separate tool that takes your current list of people and displays them in a spreadsheet-style format for easier viewing and editing.
Opening Grid View
To access this tool, click the Grid View icon in the Tool Bar.
When you select Open Gridview, the tool will open in your current browser tab, replacing your Home Page view. The system will load based on two factors:
- Your Search Filters: It will only show the people currently appearing in your list on the Home Page.
- Your Last-Used Columns: It will automatically load the specific columns you were looking at the last time you used Grid View.
Important Note: The columns in Grid View are independent of the Home Page. Changing which columns you see on your Home Page will not change the columns inside Grid View.
Using Preset Layouts
Below the main "Open Gridview" button is a menu of Layouts. These are pre-made views created by an administrator or a staff member to help with specific tasks.
If the creator of a layout has chosen to display it on the Dashboard, you will see them listed here:
- Direct Access: Selecting a layout name will open Grid View immediately in your current tab using that specific set of rules.
- Automatic Columns: Instead of using the columns you last used, it will load the exact columns chosen by the person who created that layout.
- Task-Focused: This ensures you are looking at the exact information required for a specific process without having to manually pick columns yourself.
How Grid View Stays Connected
Grid View always respects the work you’ve done on the Home Page to narrow down your list. If you search for a specific grade or group on the Home Page and then open Grid View, you will only see those specific individuals in the grid. If you clear your search on the Home Page, the next time you open Grid View, you will see your full list again.
Looking for more?
If you want to learn more about how to navigate the grid or edit information in bulk, check out our guide on Grid View Data Entry.
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