How to Customize my Grid Views

Overview: How do I use the Grid Options?

Throughout CT6, you will find many sections that have rows and columns to display information. We call these sections Grids. Did you know that you can customize a Grid to display the information exactly how you want it? Here are some ways that you can do so. Any changes that you make to a grid will be saved as part of your user profile. Once you make a change, those changes will be displayed the next time you go to view a Grid. If someone on your team isn’t seeing the same thing that you are, check to make sure that your Grid settings are the same.

This article includes: 

• How to Filter Results
• How to Export Results
• How to Group Results
• How to Sort Results
• How to Customize Columns
• How to Filter Results within a Column
• How to Organize Columns

How to: Filter Results

1. Each Grid has the option to filter the results. To do so, start typing in the box at the top of the Grid.

How to: Export Results

1. If you want to export the data in the Grid, select the Export icon and you will be prompted to download a .csv file.

How to: Group Results

1. To group the data by a specific column, select the Group By icon and group results as desired. 

How to: Sort Results

1. Sort each column A-Z or Z-A by selecting the name of the column to scroll through the options.

2. You can also the arrows by the column header to sort A-Z or Z-A using that specific column.

How to: Customize Columns

1. Select the Customize Columns icon to customize the columns that are displayed.

How to: Filter Results withing a Column

1. Select the filter icon next to a column name to be able to filter for specific values. Check the box next to the desired value to include in the results and then select Filter.

How to: Organize Columns

1. Drag and drop the name of a column in order to organize them in the way that you need.