In Arux, the type of screen you will encounter most often are List Views. List Views display a table of data about the record type you have selected and gives you several options to view or take action on the items that are displayed.
Selecting an element from one of the navigation menus (Contacts, Courses, Child Care, ECFE, Facilities, or Finance) brings you to the List View for the selected element, such as: People, Accounts, Organizations, Contracts, Buildings, etc.
- The navigation menus available depend on the options set up for your District or Program in Arux.
- Access to elements of the navigation menus may be restricted by user Permission Groups. If you cannot access an option that you need, contact your Arux admin to be granted the user permissions you require.
Your organization may have access to an updated List View experience. A banner at the top of the page allows you to switch between the updated and classic versions as desired.
List Views
Each List View contains data pertaining to the subject of the view, but all List Views follow the same structure.
The screen is divided into sections, which are detailed below: Header, Data Table, and Actions.
Header
The selected data type is displayed in the header of the List View. Under the List View title, you can use the List View Bookmarks option to save and access bookmarked views.
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For more information about saving and managing bookmarked List Views, see Customizing List Views.
Depending on the List View, additional actions may be available in the upper-right of the page to:
- Run Reports based on the displayed data
- Connect with users by email or SMS message
- Share the view with other staff members
Data Tables
The Data Table displays information related to the selected List View. Each List View includes default columns, and columns can be added or removed using the Customize View options.
In addition to viewing data, you can interact with columns to organize and analyze the data more effectively. For example, you can use the following options:
- Reorder columns by dragging and dropping them
- Freeze columns to keep them visible while scrolling horizontally
- Group records by a selected column
- Sort by or remove columns directly from the column header
- Display row numbers in the table
- Show full Status Indicators with text
Right-clicking a column header opens a menu with additional options for customizing how data is displayed.
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To help you work with large or complex data sets, the Data Table includes advanced options for organizing how information is displayed.
Freezing Columns
Freezing a column will keep that column and all columns to the left of it visible while scrolling horizontally. Columns can not be frozen individually.
- To control which columns remain visible, you can reorder columns using drag-and-drop before applying the freeze option.
Grouping by Column
Grouping organizes the table into sections based on the values in a selected column. Each group is displayed under a sub-header (for example, grouping by Site Name will display a header for each site).
- After grouping, you can still sort the data within each group by another column to further organize the results.
Saving List Views
When you save a List View, the current configuration of the Data Table is preserved. This includes column layout and filters, as well as applied settings such as grouping, frozen columns, row numbers, and display options.
- Saving a List View allows you to return to the same view of your data without needing to reapply these settings.
Each row in the table includes a checkbox that allows you to select items to take action on. Rows can be selected individually, in multiples, or mass-selected using the checkbox in the table header.
Some actions can only be used when one row is selected, other actions may require more than one selected row.
In addition to taking an action, selecting one or more items in the Data Table allows you to generate reports based on the selected data.
Actions
The left side of the screen displays a column of actions that can be performed on one or more rows. The actions available are determined by the List View that is displayed and the rows selected.
For more information on the Actions available, see the documentation for the desired List View.
Depending on the size of your screen, or if you click the Arrow icon to collapse these actions, the actions can be displayed as icons. Hovering over the icon will display the text label for the action.
Customizing and Filtering
Arux's List Views offer robust features for customizing the columns you see and refining the data you are presented with. By using these options, you can effectively view, engage with, or generate reports for a diverse range of items in Arux.