Continuing to look at browse tables, you may have noticed two small icons in the top right corner of the tables:
In this article we'll take a look at what they both do.
Check the video out:
KPIs
The first of these is the KPI button , and clicking on it will display any KPIs and reports specific to the table you are currently viewing. There is a tab for KPIs and a tab for reports, and you can click the arrows to navigate through them if there are too many to fit on the screen.
Clicking on one of the KPI results will filter the table to show only those records. For example, on the 'Leased Vehicles Due Replacement' KPI, clicking on the 'Contract End Date < 12 Weeks' will filter to show all vehicles with less than 12 weeks remaining until their contract ends. When this kind of filter is applied, a button will appear to clear the results when you are finished.
From here you can also manage reports and build a new report, to learn more about this see Reports.
To exit the KPI view, simply click the X in the top right corner.
Actions
The second icon is the 'Actions' kebab menu . Clicking this icon will display a small pop up giving you the option to perform the following actions:
- Zoom: Click the + or - to increase or decrease the size of the data on the rows in the table
- View Archive: Every browse table has two views, a live and an archive view (see Archiving & Deleting). To see records from the table that have been archived, simply click the icon, and to get back to the live view, click the kebab menu again and then 'Hide Archive'. You'll know when you're on an archive view as the table name will change.
- Import/Export: This will open the Import/Export modal and allow you to import data in, or export data out, of the table you are on. For more information on importing and exporting see Import/Export.
- Edit: This action can be used for quicker editing of records, as it allows you to edit directly from the browse table. Click the button and every cell in the table will become editable. Make the changes required and click the 'Edit' action button again to save and return to the normal browse table view.
- Wrap Data: When cells contain lengthy data (such as comment fields) they can cause the browse table to become quite wide, which requires horizontal scrolling to navigate. To counter this you can 'Wrap' the data into multiple lines to increase the height of the rows, rather than the width of the table.