Arux's List View include powerful tools for customizing the viewed columns and filtering the data displayed. Using these options, you can view, take action, or report on a variety of items throughout the Admin Portal.
- The Data Table that is displayed on List View screens in Arux is dynamic and displays data based on current results. The displayed results may change over time.
- You can click the Refresh icon in the upper-right to update the information displayed in the List View at any time.
Customizing List Views Tutorial
Watch our quick video to see how easy it is to set up List Views that work the way you do.
Customize View
The columns displayed in the Data Table of a List View can be added or removed to allow you to display only the information that you want.
On the lower-left of the screen, clicking Customize View opens the options for updating the view.
Depending on the List View you may have options for: Columns, Tags, Seasons, and/or Catalogues.
Columns
In the Filter Your Results window, you can select or deselect the Columns you want displayed in the Data Table of the List View.
Each List View has different options for columns based on the information related to the subject of the List View. You can choose to deselect the default columns set by Arux or add any columns to suit your needs.
The search field under Columns makes it easy to quickly find the columns you want to add or remove.
To change the columns displayed for a List View on the Admin Portal:
- Select the desired List View.
- In the lower-left, click Customize View.
- Under Columns, select or deselect the desired Columns.
You can search for a Column to quickly find the data that you need. - Click View Results.
Tags
Tags can be used to further refine the data displayed in the List View. Tags allow you and your staff to filter or report on records that are custom or specific to your district or program.
Selecting a tag filters the List View to only include records that include the tag. The search field under Tags helps you quickly find the Tags you want.
To use tags to update the rows displayed for a List View on the Admin Portal:
- Select the desired List View.
- In the lower-left, click Customize View.
- Under Tags, select or deselect the desired Tags.
You can search for a Tag to quickly find the data that you need. - Click View Results.
Seasons and Catalogues
Seasons and/or Catalogues can also be listed under Filter Your Results depending on which List View has been selected.
By default, only current and upcoming Seasons or Catalogues are displayed. Once a Season or Catalogue has ended, they are hidden from List Views. If your desired Season or Catalogue is not displayed, click Show More to see all results and re-select it from the list.
These options allow you to list only the data from the Seasons or Catalogues that you want to see. Additional options allow you to select or deselect all Catalogues or Seasons, or to do so for each program you offer.
To update the data displayed for a List View by Season or Catalogue on the Admin Portal:
- Select the desired List View.
- In the lower-left, click Customize View.
- Under Season or Catalogue, select or deselect the desired Season or Catalogue.
- Click View Results.
Data Table Interactions
In addition to using the Customize View options, you can interact directly with columns in the Data Table to further customize how data is displayed.
You can use these options to reorganize, group, and control how information is viewed without opening the Customize View panel.
Column Options
Right-clicking a column header opens a menu with additional options. From this menu, you can:
- Sort data
- Move or freeze columns
- Group data by the selected column
- Remove columns from the view
- Adjust display options (such as row numbers or Status Indicators)
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Row Options
Right-clicking a row opens a menu with additional options for working with the selected item.
Depending on the List View, the available options can include:
- Selecting the item
- Copying the cell text
- Performing actions for the selected row
- Opening actions in a new browser tab
The actions available in the menu vary based on the selected List View and the item that was selected.
Reordering Columns
You can reorder columns by dragging and dropping the column headers. This allows you to prioritize the information that is most important to your workflow.
Freezing Columns
Freezing a column keeps that column and all columns to the left of it visible while scrolling horizontally.
Columns cannot be frozen individually. To control which columns remain visible, you can reorder columns before applying the freeze option.
Grouping by Column
Grouping organizes the Data Table into sections based on the values in a selected column. Each group is displayed under a sub-header.
After grouping, you can sort the data within each group by another column to further organize the results.
Filters
List View Filters allow you to narrow or expand the data displayed in a List View. Filters can be used to generate reports based on specified search criteria that you can export in several different reporting formats. Some filters support selecting multiple values, allowing you to match results across more than one option.
Clicking Filters expands a drop-down that allows you to choose a column containing the data you want to filter by. Once a column is selected additional filter operators will be displayed based on your selection.
The columns available will vary based on the List View you are viewing.
Once you have selected the desired column containing the data you want to filter by, Arux generates drop-downs for additional filter operators dependent on the chosen data type.
You can use the + and - icons to the right of the Filter to add or remove additional filters.
Additional Filter Operators
The operators available are dependent on the column you have selected to filter by and can include the following:
| Operator | Description |
|---|---|
| Exactly (=), Is (=), or Matches | Is equal to the value listed after the operator. Used to find data that matches the input. |
| Is not (≠) or Does Not Match | Is not equal to the value listed after the operator. Used to find data that does not match the input. |
| Is Less Than (<) or Before (<) | This filter applies to columns with numerical or date data, such as age or grade. The resulting List View displays rows where the selected column data is less than the input. |
| Is Greater Than (>) or After (>) | This filter applies to columns with numerical or date data, such as age or grade. The resulting List View displays rows where the selected column data is greater than the input. |
| Is Between (Inclusive) | This filter applies to columns with numerical or date data. If you input 2 and 8, rows where the column value is either 2, 3, 4, 5, 6, 7, and 8 are returned. |
| Between (Exclusive) | This filter applies to columns with numerical or date data. If you input 2 and 8, rows where the column value is either 3, 4, 5, 6, or 7 are returned. |
| Is Blank | Returns all rows where there is no data. |
| Is Not Blank | Returns all rows where there is a data value. |
| Any | Returns all rows where the value is Yes ( ) or No ( ). |
| Yes ( ) | Returns all rows where the value is Yes ( ) |
| No ( ) | Returns all rows where the value is No ( ) |
| Multi-Select | Allows you to select one or more values from a list of values to filter by. |
In addition to the operators, you may be prompted with one or more text or date fields to select specific values to filter by. You can use the Calendar icon to select the dates from the calendar when needed.
Some calendar and date fields support phrase-based date entry. You can enter phrases such as:
- Today, Yesterday, or Tomorrow
- This Week, Last Week, or Next Week
- This Month, Last Month, or Next Month
When supported, the date field automatically converts the phrase into the appropriate date range or value.
When all operators and fields have been completed, the data table updates with the filtered results automatically.
Search
The Search option allows you to search the data that is currently displayed in the List View data table and return any rows that have a matching or partially matching column.
To search a List View, enter your desired search criteria.
You can not search for dollar or balance values, i.e. $10.00.
Quick Filters and Status Indicators
Quick Filters can appear to the right of the search bar on a List View and Status Indicators are indicated in-line with items in the data table. Clicking a Quick Filter next to the search bar will quickly display results that include the selected status.
Selecting multiple Quick Filters will include results that have any of the selected statuses.
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Saving List View Bookmarks
Once you have customized your List View, you can create a bookmarked view that preserves your current configuration and allows you to quickly return to it later.
Bookmarked Views can include your selected columns, filters, grouping, frozen columns, display settings, and other Data Table customization.
Bookmarked List Views preserve how your data is organized and displayed. This allows you to quickly return to the same view without needing to reapply filters, column settings, or Data Table interactions.
To bookmark your customized List View:
- Click the Bookmark ( ) icon .
- Click Save view as a new bookmark.
- Enter a Bookmark Name.
- Optional: Select if you want to Set as default view.
- Click Create.
The bookmarked view is saved and can be selected from the Bookmark menu.
Retrieving Bookmarked Views
When you want to return to a saved List View that you have created previously:
- Click the Bookmark ( ) icon.
- Select the desired bookmark.
The List View updates with the saved configuration.
Working With Bookmarked Views
If changes are made to a bookmarked List View, the Bookmark icon displays a red dot indicator showing that the current view has unsaved changes.
You can update the existing bookmark or create a new bookmark with the updated configuration.
To modify a bookmarked view:
- Click the Bookmark ( ) icon.
- Click the Edit ( ) icon next to the desired bookmark.
Click Save view as a new bookmark to save the changes as a new bookmark. - Make the desired changes.
- Click Update to save or Remove to delete the bookmark.
FAQ
How can I see information about a Season or Catalogue that has ended?
To keep List Views clear and organized, Arux only displays current and upcoming Seasons and Catalogues. Once a Season or Catalogue has ended, they are hidden from List Views.
If you want to view information about previous Seasons or Catalogues, you can select Customize View in the lower-left to display the Filter Your Results menu. Under Seasons or Catalogues, click Show More to see all results and re-select the results you desire from the list.