Management Page General Layout
General Layout
The management pages in InsightCenter follow a standard design pattern; which makes it easier for users to learn new features.
Page components
The management pages consist of the following components which are detailed below
- Header - name of the module and additional details like the call form or wave currently editing
- Toolbar - Search and action buttons to perform functions
- Paging bar - used to see count of rows in table, move to new pages and refresh the grid
- Grid - area to list the values for a module as well as sort and filter the values in columns
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Paging Grid with controls at top
The paging controls for the grid are on the top right. To move to the next page or change the number of items displayed in the grid are located here. Because the grid loading time is to fast we have increased the number of rows displayed before row paging. The total number of items are displayed on the right.
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Grid Search
The Search button is used to load the grid after first opening the screen.
Entering a search term and clicking Search filters the entire grid. It searches all rows and columns and filters the grid by the search term.
To show inactive items, click the inactive checkbox and then the search button.
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Toolbar
A menu bar is available at the top of the screen allowing access to all of the functionality and more than the previous screen. We added icons to make it easier to find what you want to do quickly and the menu bar adjusts to the screen size.
Commonly used action buttons are in blue to make them easy to identify
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Export
Users now have an Excel export button on the right side of the menu bar. Whatever is contained in the grid when the Export button is clicked is downloaded to the users computer as an Excel file.
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Column Sorting
Clicking any column header sorts the column first ascending, then descending and then shuts off the sorting. The sort direction is visible by the blue arrow.
Column Filters
Every column in the grid now has powerful filtering available, accessed by clicking the filter icon. This filtering should look familiar if users have filtered a column in Excel.
The first drop down contains the type of filter to apply and the first text box is the value to be evaluated. These column filters can be applied to multiple columns in a grid at the same time providing powerful results.
For example: A grid is filtered to show all rows from a specific call form, in a particular city, or all rows for a particular field rep for a call form. All this is done without exporting the data to Excel first to manipulate.