Customizing List Views

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.

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:

1. Select the desired List View.
2. In the lower-left, click Customize View.
3. Under Columns, select or deselect the desired Columns.
   You can search for a Column to quickly find the data that you need.
4. 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:

1. Select the desired List View.
2. In the lower-left, click Customize View.
3. Under Tags, select or deselect the desired Tags.
   You can search for a Tag to quickly find the data that you need.
4. 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.

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:

1. Select the desired List View.
2. In the lower-left, click Customize View.
3. Under Season or Catalogue, select or deselect the desired Season or Catalogue.
4. Click View 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.

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.

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.

Additional Filter Operators

The operators available are dependant on the column you have selected to filter by and can include the following:

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.

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 critera.

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.

Visual

Saving Views

Once you have filtered or customized your List View, you can create a saved view that includes your filters and re-use them at any time.

To save your customized List View:

1. Click Views.
   
   The page Header expands to display the view selector drop-down and the Save button.
   
2. Click Save.
   The List View Save modal is displayed.
   
3. Enter a name for the customized List View.
4. Optional: Select if you want to make this your default List View.
5. Click Save as New.

The List View updates and the header displays the saved view.

Retrieving Saved Views

When you want to return to a saved List View that you have created previously:

1. Click Views.
2. Click the view selector drop-down.
3. Select the desired saved view.

The List View updates with data from the saved view.

Working With Saved Views

Saved List Views can be duplicated, updated, or deleted as needed.

1. Click Views.
   
   The page Header expands to display the view selector drop-down and the Save button.
2. Click the view selector drop-down.
3. Select the view you want to duplicated, updated, or delete.
4. Click the icon for the desired action.
   

5. Select to Save, Save as New, or confirm the deletion of the view.